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 serves a broad client base including individual and high-net-worth investors, trusts, estates, pension and profit-sharing plans, financial institutions, and charitable organizations, providing discretionary portfolio management, financial planning, and investment-related consulting. The firm also accepts ERISA and 401(k) plan engagements and offers stand-alone financial planning and retirement analyses as requested by clients. The firm constructs customized portfolios that combine passive index-based allocations with an active, bottom-up fundamental research approach, and it may implement options strategies, margin (at client request), and tactical cash positions while monitoring and rebalancing accounts on an ongoing basis. Hanson & Doremus provides periodic comprehensive reporting through ByAllAccounts and MoneyGuidePro (including reporting on excluded assets) and discloses the use of AI tools under a formal AI Policy, with all AI output reviewed by the firm’s investment professionals. Compared with many peers, Hanson & Doremus operates from nine offices and a ten-advisor team managing about $1.06 billion in discretionary assets, an uncommon multi-office footprint for a firm of this team structure. The firm also publishes periodicals/newsletters and maintains formal proxy-voting and class-action handling arrangements (via Broadridge and Glass Lewis), and several professionals on staff hold CFA and CFP credentials, reflecting a mix of institutional processes and client-facing planning capabilities.

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.