Hudson Companies

Hudson provides discretionary and non-discretionary investment management and financial planning services to individuals and high-net-worth clients, and also serves institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers standalone financial planning and consulting, retirement plan consulting, and periodic comprehensive reporting (including an account aggregation option for assets not managed by Hudson).

Hudson manages client assets using model portfolios that emphasize allocations to mutual funds, ETFs, individual equities and fixed income, and it employs fundamental and cyclical analysis to set allocations and monitor accounts. The firm treats cash as an asset class, may recommend alternative allocations in film and television production for select clients, and uses AI tools under a formal AI policy with human review of all outputs.

Noteworthy differences from many peers include a prior regulatory settlement: in May 2024 Hudson agreed to an SEC settlement related to client disclosure about third‑party payments, which is reflected on its regulatory filings. The firm also provides institutional portfolio management and occasional film investment advice—services that are less common among similarly structured independent advisory firms.