A complete list of active advisors currently associated with Hudson Advisor Services, Inc.

Warmer can help you find a great advisor at Hudson Advisor Services, Inc. or one who fits your needs even better.

Hudson Advisor Services provides comprehensive investment management and financial planning to individuals (including high‑net‑worth clients) as well as pension plans, trusts, estates, charitable organizations and corporate entities. The firm manages both discretionary and non‑discretionary accounts and reports roughly $310 million in assets under management across about 259 client relationships. Hudson constructs customized portfolios based on client risk profiles, combining primarily fundamental analysis with technical and cyclical inputs, and reviews investment decisions through an internal investment committee. It also uses sub‑advisors and external managers, offers ancillary services such as tax planning and record keeping, and provides access to specialized strategies and limited opportunities (including IPO allocations for accounts custodied at a particular prime broker). A distinctive operational feature is that Hudson is administratively and operationally integrated with an affiliated registered investment adviser that offers two specialized portfolio strategies; recommending those affiliated strategies requires clients to acknowledge the potential conflict in writing and the firms bill on a per‑account basis to avoid duplicate charging. The firm’s principals also hold minority interests in another SEC‑registered adviser, and Hudson does not vote client proxies (clients retain proxy voting responsibility).

To learn more about the advisors currently working at Hudson Advisor Services, Inc., 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.