Hudson Valley Investment Advisors, Inc.
Since 1995, Hudson Valley Investment Advisors, Inc. has combined sophisticated investment management services to meet the specific needs of our clients. We have established an investment process that has been developed through years of experience in working with individuals, families, institutions and foundations.
Client-Centered: Service is at the core of our business. We believe in providing a supportive and educational environment that addresses our clients’ concerns, needs and questions. The result: long-lasting relationships.
Team-Driven: Our Portfolio Managers, Relationship Managers and Client Service professionals work as a team, bringing years of expertise and skill to help clients pursue their financial goals and objectives.
Determining Realistic Financial Goals: We explore each client’s financial situation, analyze their risk, time horizon and liquidity needs to help clients understand realistic goals.
Setting an Investment Plan: With a strong commitment of care, our team determines overall portfolio strategy and guidelines.
Monitoring Performance: As a client you will receive quarterly economic updates along with a copy of your statement from our firm.
Michael Rundle, VP Portfolio Manager
P.O. Box 268, Goshen, NY 10924