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Hudson Advisor Services, established in 1994, is a trusted provider of investment advisory and family office services. Founded by William N. Hudson, Jr., former Executive Vice President of Investment Services at HSBC Bank, and led by David Burrows, former Managing Director and Chief Investment Officer at the Goldman Sachs Trust Company, the firm boasts a seasoned team with a wealth of financial expertise.
With offices in Buffalo, New York; Vero Beach, Florida; and Greenwich, Connecticut, Hudson Advisor Services caters to individuals, families, trusts, and institutions. The firm is committed to addressing the unique requirements of each client, whether it involves portfolio management or acting as a complete private back office.
What sets Hudson Advisor Services apart is its emphasis on customization and personalized service. They offer flexible reporting, consolidated reports for family members, income management, tax filing assistance, financial planning, and trust and estate administration in collaboration with your professional advisors.
Their investment approach is growth-oriented and conservative, prioritizing diversification and long-term perspectives to protect clients from market volatility while seeking strong returns. The firm's collaborative process ensures client comfort and continuous evaluation, adapting strategies to changing needs, market conditions, and other factors. Hudson Advisor Services is dedicated to building lasting relationships and helping clients achieve their distinctive financial goals.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
107769 | 5 |