A complete list of active advisors currently associated with Hanson & Doremus Investment Management

Warmer can help you find a great advisor at Hanson & Doremus Investment Management or one who fits your needs even better.

Hanson & Doremus Investment Management serves individuals, business entities, trusts, estates, pension and profit‑sharing plans, financial institutions, and charitable organizations by providing discretionary portfolio management, financial planning and related consulting. The firm operates on a fee‑only, percentage‑of‑AUM basis and—per its brochure—managed about $1.06 billion for roughly 584 clients with a team of ten advisors. The firm builds customized portfolios using a mix of passive index allocations and active, bottom‑up security selection informed by fundamental, technical and cyclical analysis, and implements both long‑ and short‑term strategies. Its process includes ongoing monitoring, regular rebalancing, treatment of cash as an asset class, and limited use of options and margin when directed by clients, with quarterly client reviews and reporting. Distinctive items called out in the brochure include periodic comprehensive reporting that aggregates outside assets via ByAllAccounts and MoneyGuidePro and the delivery of quarterly reports and consolidated client communications, which the firm highlights alongside its standard account statements. The brochure also discloses use of third‑party services for proxy voting and class‑action management (Broadridge with Glass Lewis guidelines and an 18% recovery retention), an explicit AI policy governing the firm’s use of AI tools, and a custodial relationship with Charles Schwab that includes institutional support services.

To learn more about the advisors currently working at Hanson & Doremus Investment Management, 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.