A complete list of active advisors currently associated with Hudson View Advisors, LLC

Warmer can help you find a great advisor at Hudson View Advisors, LLC or one who fits your needs even better.

Hudson View Advisors provides portfolio management, pension consulting (including guidance and monitoring for employer-sponsored plans), and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm’s services include creation of written Investment Policy Statements, asset allocation and manager recommendations, and occasional recommendations of insurance or commissionable products through the advisor’s separate broker-dealer and insurance activities. The firm uses a mix of analytical approaches—cyclical, fundamental, quantitative, technical and modern portfolio theory—and employs both long- and short-term trading in implementing client strategies. Although the advisory agreement may request discretionary trading authority, the firm reports that essentially all assets under management are handled on a non-discretionary basis and client accounts are reviewed at least quarterly by the principal. Notable differences from many peers include an explicit pension consulting practice and work for pension and profit-sharing plans, a service offering that is less common among independent single-advisor firms. The firm also operates with a single custodial platform (Charles Schwab Advisor Services), does not aggregate trades for multiple clients, and the principal maintains outside broker-dealer and insurance registrations that can result in the availability of commissionable products (clients are not required to use those ancillary services).

To learn more about the advisors currently working at Hudson View Advisors, LLC, 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.