Hudson Portfolio Management LLC

Hudson Portfolio Management LLC is a fee-only, SEC‑registered investment adviser that provides discretionary portfolio management and separate investment consulting to private individuals, families, related trusts and estates, small family businesses, and certain nonprofit organizations. The firm structures portfolios to reflect client objectives, risk tolerance and liquidity needs and generally does not use standardized target portfolios.

HPM emphasizes asset allocation and broad diversification and relies largely on independent third‑party research providers such as Value Line and Morningstar to inform long‑term equity and fixed‑income positions. The firm also uses a wider set of tools than many advisers—advising on and, where appropriate, employing options and other derivatives, borrowing (margin) in separately managed accounts, and investments in limited partnerships and structured products.

A distinctive operational feature is HPM’s affiliation with Hudson Financial Group, which provides accounting, tax return preparation, recordkeeping and analytical support and shares personnel with the adviser, allowing coordinated financial and reporting services. The brochure also discloses operational practices that can affect custody and transfers—such as standing letters of authorization for client‑initiated transfers—and notes the firm manages roughly $186 million in discretionary client assets.