Timothy Hampton

Background

About Timothy Hampton

Serving a diverse clientele that has come to depend on his knowledge, energy and philanthropic spirit, Tim Hampton works on behalf of successful corporate executives, entrepreneurs, professionals and a growing number of foundations and other non-profit organizations and families in 25 states. As a qualified Portfolio Manager who in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firms Investment Advisory Program, Tim may manage his strategies on a discretionary basis. Tim frequently attends out-of-town meetings – to work closely with investment committees and boards. Tim's hands-on approach begins by explaining risk and market conditions."When we determine the level of risk an organization should take, it's important to be more defensive at times, because a loss in their portfolio will have multiple effects. Not only will asset levels drop, but donors may stop giving. That's why we're particularly careful about the downside," explains Tim. For all clients, Tim's disciplined investment approach marries technical analysis with fundamental analysis of a stock's valuation.