Our goal is to create more value for our clients than the day before
Our clients mean the world to us and we build trust through our work, so come find out what value we can create for you today.
Individual Clients
We are committed to fostering deep, robust, personal relationships and customized portfolio solutions.
Institutional Clients
Hudson Valley Investment Advisors, Inc. has over 25 years of experience implementing investment portfolios for institutional clients.
Trust Services
Trust services are offered by our affiliate Orange Bank and Trust Company.
Hvia Insights
Fourth Quarter Outlook 2023
Gus Scacco, CIO & CEO of Hudson Valley Investment Advisors, Inc., goes over the fourth quarter of 2023
Read More about: Fourth Quarter Outlook 2023Portfolio Management Process
Individualized attention addresses a client’s needs, even when changed. Our investment team tailors a portfolio specific your unique investment objectives.
-
Customized Investment Plan
Customized Investment Plan
We identify the asset allocation most appropriate for the client to make sure it is properly diversified across equity and income asset classes and within each separate asset class. This allows us to tackle such challenges as the sale of concentrated positions or a highly tax sensitive issue that we review with each client’s CPA beforehand.
-
Equity Analysis & Security Selections
Equity Analysis & Security Selections
We examine the economy, business environment and the Federal Reserve Board’s monetary policy. Every security we consider is subjected to an intensive fundamental analysis and is monitored on an ongoing basis.
-
Asset Allocation
Asset Allocation
Is a strategy we use that is designed to deliver returns matching a client’s unique definition of risk. Our process is based on a talent for identifying investment opportunities and an informed respect for historical returns and volatility patterns of particular asset classes.
-
Constructing the Optimal Portfolio
Constructing the Optimal Portfolio
We build a diversified portfolio of individual securities using three main asset classes. Equities, Fixed Income, and Mutual Funds.
-
Rebalancing Portfolio
Rebalancing Portfolio
Clients needs are addressed consistently to determine any change in financial goals and objectives as well as changes in our market forecast.
HVIA Outlooks
Quarterly Outlooks for HVIA Investors
First Quarter Outlook 2024 Letter
Hudson Valley Investment Advisors (HVIA) is an SEC Registered Investment Advisor based in both Goshen and White Plains, NY. HVIA...
Read More about: First Quarter Outlook 2024 Letter