A complete list of active advisors currently associated with Hudson Capital Management Inc.
Warmer can help you find a great advisor at Hudson Capital Management Inc. or one who fits your needs even better.
The firm is an independent, single‑advisor registered investment adviser that primarily serves individual clients while also working with small businesses, charitable organizations, and retirement plans. It provides fee‑based financial planning, portfolio management (including an asset management offering), and qualified plan consulting. The firm typically manages client accounts on a non‑discretionary basis and documents objectives through investment policy statements and periodic reviews; it also sponsors a wrap fee program and delivers limited‑scope ERISA 3(21) fiduciary services and pension consulting for plan sponsors. Methods of analysis include fundamental and technical approaches, and the firm relies on third‑party custodians and broker‑dealers to execute and custody client transactions. What is distinctive for a solo independent RIA is the advisor’s concurrent affiliations: registered representative status with a broker‑dealer, licensed insurance agent activity (including annuity and insurance sales), and an affiliation with other investment advisors, all while sponsoring a wrap program and offering seminars and workshops. Those overlapping roles and product sales are disclosed as potential conflicts of interest and the firm states it operates under a fiduciary duty and gives clients the option to use other providers.
To learn more about the advisors currently working at Hudson Capital Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Westchester, NY
| 22
|
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