Hamilton Wealth is Growing
Welcome, Val!
Valentino Fehlman joins Hamilton Wealth
We’re super excited to welcome Val to the team. Read statements from Randy and Val below.
A note from Randy:
Thanks to the support and loyalty of our clients, Hamilton Wealth is growing. We know that a company is only as good as the people running it, which is why our announcement today comes only after many months of careful consideration. To better serve our clients, we began looking for an individual who possessed great expertise in research, risk, and asset management. Somewhat surprisingly, the stars aligned to bring a long time acquaintance into the conversation. As an integral part of a very successful billion-dollar team at Wells Fargo, Valentino "Val" Fehlmann developed the exact set of skills we have been looking for.
I never imagined he would be interested in joining our boutique firm with a culture that strives to differentiate itself from the financial services industry. Regardless of the differences in our firms, most importantly, Val shares our values. He is client-centric in everything he does and takes pride in delivering for his clients with the utmost integrity. We are thrilled to announce that Val has joined HW and will share the Chief Investment Officer role with me. We look forward to you meeting Val in person and experiencing the positive warm energy he brings into the room. Please join me in welcoming Val, his wife Purbi, his 2-year-old son Cayden, and his clients to the Hamilton Wealth family.
A note from Val:
Throughout most of my career in the wealth management industry, I felt like a fish out of water because my passion for investing was often not shared by my peers. Instead, the industry focused on sales - selling financial products and generating fees and commissions. They were more motivated by making money rather than helping their clients achieve their goals in a cost effective way. Disillusioned by this conflict of interest, I knew I had to search beyond the corporate Wall Street wealth management firms to find like-minded professionals.
After years of fruitless searching, I was pleasantly surprised to find a firm whose culture paralleled my own values and aspirations in Hamilton Wealth. There’s an honesty and conscientiousness that comes across from both Randy and Jerry. I appreciate that they operate as Fiduciaries with utmost integrity and prudence in their decision making. As a portfolio manager myself, I admire the thought they put into managing their clients’ money and their proven track record of protecting their clients’ assets well during turbulent markets.
I attribute much of my success as an investment manager to the wise advice passed down to me through books written by my favorite money managers such as George Soros, Peter Lynch, Jim Simons and the Oracle of Omaha Warren Buffett. I hope Buffett doesn’t mind if I steal a quote from him that describes perfectly why I joined Hamilton Wealth.
“After some other mistakes, I learned to go into business only with people whom I like, trust, and admire.”
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