WEALTH MANAGEMENT IS DIFFERENT AT HUDSON VALUE PARTNERS
We invest your assets knowing they are the irreplaceable accumulation of a lifetime of hard work.
We do not employ relationship managers or salespeople. From the beginning, you work with an investment professional who is a member of our portfolio management team. We come together to develop our investment outlook, portfolio of companies, and roster of complementary investments, but those are implemented by the investment professional that knows you, your goals, and your objectives best.
We are privileged to work with numerous four generation families. We invest for newborns, nonagenarians, and everyone in between. In the course of our work, we have developed a familiarity with all manner of account types, trusts, family partnerships/LLCs, and how to build a compounding machine to get individuals through retirement and for families to cement a legacy for generations to come.
Relationships start with a lot of listening on our end and then using our experience to make sure we are asking you the right questions.
Our Opportunistic Value Portfolio is the core equity allocation for our clients. For those with high-quality, long-held positions, we develop a plan to include them as part of your allocation. We then draw from our roster of complementary strategies in fixed income, and when suitable alternative investments, (Real Estate, Private Equity/LBO, Venture Capital, Infrastructure) to build your bespoke compounding machine.
You Can Expect Us To:
- Coordinate with your accountant and attorney.
- Provide you with web and mobile app access that creates a consolidated view of all assets and liabilities.
- Communicate regularly about the portfolio, investments, and our views.
- Adapt the plan as your needs evolve throughout your investment lifecycle.
- Provide all the services of a large private bank, with all the benefits of an independent, employee-owned boutique.