Bill Meerman

Director – Retirement Plans at Hamilton Capital
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  • Compounding quality investment returns is critical to building secure retirements. Industry studies conclude that managing asset allocation has the greatest impact on investment returns. This is difficult for participants to do by choosing from a lineup of mutual funds or model portfolios. Hamilton has taken an innovative approach by substituting a menu of managed strategies that dynamically adjusts portfolio asset allocations. At the same time, they still address the fiduciary issues that concern most plan sponsors. It’s where the industry needs to go next to secure retirements and Hamilton has been there for years.

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