Garcia Hamilton & Associates is an employee-owned investment management firm founded in 1988 and based in Houston, Texas. The firm specializes in managing domestic, high-quality fixed income securities, including United States government securities, corporate debt, agency debentures, and mortgage-backed securities. Garcia Hamilton & Associates provides continuous portfolio management services across various account types such as separate accounts, mutual funds as a sub-adviser, commingled funds, and collective investment trusts. The firm serves public and private pension plans, corporations, endowments, foundations, and high net worth individuals, managing investments with a focus on conservative fixed income strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.18% |
| $100.0M - $200.0M | 0.15% |
| $200M+ | 0.09% |
Rates shown are for the Aggregate Strategy. Other strategies like Short Duration have lower rates starting at 0.14%. Fees are negotiable.