Organization Overview
We are experienced with 25 years of implementing investment portfolios for institutional clients.
Markets are more complex today than ever before and Hudson Valley Investment Advisors core strength is assisting fiduciaries in navigating the complexities. Our institutional clients include Pension Plans, Profit Sharing Plans, Foundations, Endowments, Corporations and Charitable Organizations. We focus on research, strategy and execution as the foundation of a sound investment portfolio. Strategy is the process of combining our strong research capabilities with our disciplined Portfolio Management Process.
Effective execution of an investment portfolio is paramount to its success. Research and strategy are ineffective without quality execution. Hudson Valley Investment Advisors team approach allows us to provide timely, efficient, accurate and responsive services. Having a direct point of contact, not an 800 number, allows all client requests to be addressed in a timely manner. Our competitive advantage is one that allows us to continually invest in new technologies to satisfy our business needs, while remaining small enough to offer flexible and tailored services to meet our client’s needs.
PORTFOLIO ATTRIBUTION | PORTFOLIO REBALANCING | CLIENT SUPPORT | MONTHLY STATEMENT OF ASSETS AND ACTIVITY |
Markets are more complex today than ever before and Hudson Valley Investment Advisors core strength is assisting fiduciaries in navigating the complexities. Our institutional clients include Pension Plans, Profit Sharing Plans, Foundations, Endowments, Corporations and Charitable Organizations. We focus on research, strategy and execution as the foundation of a sound investment portfolio. Strategy is the process of combining our strong research capabilities with our disciplined Portfolio Management Process.
Effective execution of an investment portfolio is paramount to its success. Research and strategy are ineffective without quality execution. Hudson Valley Investment Advisors team approach allows us to provide timely, efficient, accurate and responsive services. Having a direct point of contact, not an 800 number, allows all client requests to be addressed in a timely manner. Our competitive advantage is one that allows us to continually invest in new technologies to satisfy our business needs, while remaining small enough to offer flexible and tailored services to meet our client’s needs.
PORTFOLIO ATTRIBUTION | PORTFOLIO REBALANCING | CLIENT SUPPORT | MONTHLY STATEMENT OF ASSETS AND ACTIVITY |
Kevin DeHond
Director | Institutional and High Net Worth
Curt Schultzberg
Vice President | Strategic Market Manager
Gus Scacco
Chief Executive Officer & Chief Investment Officer
Orange Bank & Trust Company
Middletown, NY
Associate Member