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 provides discretionary investment management, financial planning, and related consulting to individuals, business entities, trusts, estates, pension and profit‑sharing plans, financial institutions, and charitable organizations. The ten‑adviser team manages about $1.06 billion across roughly 584 client relationships and offers both portfolio management and stand‑alone planning or consulting engagements. The firm constructs customized portfolios using both passive index‑fund approaches with disciplined rebalancing and active, bottom‑up fundamental selection, and it employs fundamental, technical and cyclical analysis to implement long‑ and short‑term positions; options and margin are used only with client direction and cash is treated as an asset class. Hanson & Doremus conducts ongoing monitoring and quarterly reporting, uses third‑party aggregation and planning platforms (ByAllAccounts and MoneyGuidePro) to produce comprehensive reports that can include externally held assets, and discloses the use of AI tools under a firm policy with human review. Distinctive features noted in the brochure include a multi‑office structure (nine offices) and a team that includes multiple CFA and CFP credentialed professionals, alongside work for both individual and institutional/ERISA clients. The firm also documents operational governance and client‑service infrastructure — proxy voting and class‑action support via Broadridge, custodial relationships, and detailed cybersecurity and privacy policies — elements that may be relevant to prospective clients assessing operational safeguards.
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.
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