A complete list of active advisors currently associated with H.M. Payson

Warmer can help you find a great advisor at H.M. Payson or one who fits your needs even better.

H.M. Payson & Co. offers investment advisory, trust, and comprehensive wealth‑management services to individuals (including high‑net‑worth clients), trusts, endowments, foundations, retirement plans and investment companies, managing approximately $9 billion in client assets with a multi‑person advisory team. The firm also serves as investment adviser to the Payson Total Return Fund and sponsors H.M. Payson Private Markets, LP, a private commingled vehicle focused on global private equity and related strategies. The firm’s investment process combines active equity and fixed‑income management with an in‑house research team of portfolio manager/analysts that use quantitative screening and fundamental analysis alongside model‑driven portfolio implementation; exchange‑traded funds are used to access broader asset classes and select option strategies are employed with client consent. Clients typically work with a single, dedicated portfolio manager, and lower‑asset households may be served through the goals‑based, technology‑enabled Payson Choice offering while trust, tax and estate planning are integrated for wealth‑management clients. H.M. Payson is distinguished among peers by its role as a state‑chartered, non‑depository trust company that provides custodial and trust administration services (the majority of assets are custodied at Reliance Trust), a capacity that is uncommon for multi‑team advisers. The firm’s business also includes advising a registered mutual fund, managing a private fund, and producing client communications such as periodicals; it has disclosed a pending strategic partnership to transfer substantially all assets to Corient Private Wealth subject to closing conditions.

To learn more about the advisors currently working at H.M. Payson, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.