Garcia Hamilton & Associates is an SEC-registered investment adviser located in Houston, Texas. Garcia Hamilton & Associates and its representatives are in compliance with the current filing requirements imposed upon Texas-registered investment advisers by those states in which Garcia Hamilton & Associates maintains clients. Garcia Hamilton & Associates may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment management services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as Garcia Hamilton & Associates’ solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by Garcia Hamilton & Associates with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Garcia Hamilton & Associates, please contact the Securities and Exchange Commission or the state securities law administrators for those states in which Garcia Hamilton & Associates maintains a notice filing. Garcia Hamilton & Associates’ current written disclosure statement discussing Garcia Hamilton & Associates’ business operations, services, and fees are available from Garcia Hamilton & Associates upon written request.

Links to other websites are provided as general information sources for use of visitors to our site. Garcia Hamilton & Associates has not formally evaluated the information provided via these sites, and inclusion of these links does not constitute an endorsement of any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content. Trademarks are the property of their respective owners.

Garcia Hamilton & Associates does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Garcia Hamilton & Associates) or product made reference to directly or indirectly by Garcia Hamilton & Associates in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of this web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Garcia Hamilton & Associates’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Garcia Hamilton & Associates, or from any other investment, tax, or financial professional. No portion of the website content should be interpreted as legal or accounting advice. Garcia Hamilton & Associates recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendation perceived to have been made in this website.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Garcia Hamilton & Associates’ website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Garcia Hamilton & Associates, or from any other investment, tax, or financial professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Garcia Hamilton & Associates’ web site, to release and hold harmless Garcia Hamilton & Associates, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Garcia Hamilton & Associates. 

Copyright Information
All web pages are the intellectual property of Garcia Hamilton & Associates and are protected by copyright laws. All copyrights for Garcia Hamilton & Associates web presence are owned by Garcia Hamilton & Associates with all rights reserved. Any individual is allowed to view, print, and link to these pages provided they observe the following:

  • The documents can only be used for non-commercial purposes.
  • Our documents may not be associated with anything which is illegal, unethical or immoral.
  • Our documents may only be used for informational purposes.