At Hudson Advisor Services, we focus on all the requirements of the family or institutions with whom we work. In many cases, this means portfolio management solely. For other clients, we can operate as their complete private back office.
Portfolio Management
Our approach as investment managers is to be growth-oriented and conservative. We seek to provide strong returns for clients while protecting them from the worst gyrations of the market. We emphasize diversification and long-term perspective to avoid overexposing our clients to a single sector or company.
Private Wealth Management
We are an independent, personalized investment management firm for individuals, families, and institutions. Our specialty is serving intergenerational family needs.
Financial Planning
We can help you to prepare a long-term financial plan, monitor that plan over time, and make adjustments as circumstances change. This would include retirement and education planning.
Customized Services
We tailor what we do to what you need. This includes flexible reporting presentations on your assets and transactions, disbursement of income and preparation of tax filings. When necessary, we will consult with your attorney, your accountant, or other professional advisors.
All the Little Things
Every family has different needs. We will assist with whatever makes your life easier — everything from paying bills, advice on funding education and helping refinance a mortgage.