About Hudson
Established by Christopher Conover in 2008, Hudson Companies (previously Hudson Valley Wealth Management) is a fee-based wealth management and financial planning firm focused on serving businesses, families, and entrepreneurs in the New York metropolitan area. Today, Hudson Companies leverages unique market opportunities, investment portfolio diversification strategies, and risk management tactics to help clients achieve top-priority financial goals.
+25
Years of experience
+300
Client accounts
Hudson was founded in 2008 by President and CEO Chris Conover after more than a decade on Wall Street.
Hudson is trusted by over 200 clients from around the United States, ranging from new families building wealth to retired executives.
Frequently Asked Questions
For high-net-worth individuals, the complexity involved in achieving your financial goals can be daunting. In addition to portfolio optimization and retirement planning, you have to consider tax efficiency, multi-generational planning, philanthropic goals, business succession, financing large asset purchases, and much more. A dedicated team of financial experts can help cut through the complexity and give you the best chance of achieving your goals.
From day one, Hudon’s mission has been to provide clients with institutional-quality advice delivered at a high level of personalized attention. With our proprietary research and unique investment opportunities, our expertise rivals larger firms and banks. Despite this, Hudson still maintain the depth of personal relationships unique to independent advisory practices.
Learn about the capital planning & advisory approach prioritized by Hudson Companies (previously Hudson Valley Wealth Management.) Hudson Companies follows a value-add approach – targeting strategies that increase profitability, lower portfolio risk, maximize performance, and reduce tax liability. The heart of our approach is centered on optimizing cash flow, driving operational efficiency, and developing strong potential.
Hudson charges a 1.25% annual fee on client accounts under $3 million, and a 1% fee for accounts greater than $3 million. The majority of our clients pay fees directly from their investment accounts, although we accept fees by check when necessary. Hudson charges negotiable hourly fees for corporate financial planning services or consulting fees where appropriate.
Yes. As a Registered Investment Advisor, Hudson has a fiduciary duty to our clients. That means Hudson have a legal obligation to put our client’s interests first, and have to actively disclose any possible conflicts of interest.
There are several key steps to get started with a Hudson Valley wealth management firm. First, schedule an introductory consultation – where you can meet Chris Conover and discuss your goals, preferences, and requirements. Then, learn about our capital management approach and select strategies that align with your needs & objectives. Together, you’ll establish a customized capital & asset management plan – designed for your unique situation.
Typically, prospective clients will meet us for a complimentary consultation where Hudson discuss their financial situation and evaluate whether our services can help them meet their goals. If we decide to work together, our team will put together an initial strategy and portfolio plan to present at a follow-up meeting. After this meeting, Hudson will coordinate transferring assets to our custodian and clients will complete the necessary paperwork through e-signature. Generally, Hudson have a financial review with clients at least once a year, but Hudson encourage clients to reach out early and often for guidance as their financial situtation changes.
Although Hudson does not have an account minimum, Hudson believes that clients with more than $500,000 in investable assets can benefit the most from wealth management and financial planning services.
For high-net-worth individuals, the complexity involved in achieving your financial goals can be daunting. In addition to portfolio optimization and retirement planning, you have to consider tax efficiency, multi-generational planning, philanthropic goals, business succession, financing large asset purchases, and much more. A dedicated team of financial experts can help cut through the complexity and give you the best chance of achieving your goals.
From day one, Hudon’s mission has been to provide clients with institutional-quality advice delivered at a high level of personalized attention. With our proprietary research and unique investment opportunities, our expertise rivals larger firms and banks. Despite this, Hudson still maintain the depth of personal relationships unique to independent advisory practices.
Learn about the capital planning & advisory approach prioritized by Hudson Companies (previously Hudson Valley Wealth Management.) Hudson Companies follows a value-add approach – targeting strategies that increase profitability, lower portfolio risk, maximize performance, and reduce tax liability. The heart of our approach is centered on optimizing cash flow, driving operational efficiency, and developing strong potential.
Hudson charges a 1.25% annual fee on client accounts under $3 million, and a 1% fee for accounts greater than $3 million. The majority of our clients pay fees directly from their investment accounts, although we accept fees by check when necessary. Hudson charges negotiable hourly fees for corporate financial planning services or consulting fees where appropriate.
While the majority of managed assets are invested in public instruments, Hudson’s relationships afford clients the access to invest in private, alternative strategies. In addition to specialty bond offerings and IPO access, our clients have the opportunity to invest in private real estate funds, venture capital deals, hedge funds, structured derivatives, and more. Due to their risk, these investments are not appropriate for every client.
Yes. As a Registered Investment Advisor, Hudson has a fiduciary duty to our clients. That means Hudson have a legal obligation to put our client’s interests first, and have to actively disclose any possible conflicts of interest.
There are several key steps to get started with a Hudson Valley wealth management firm. First, schedule an introductory consultation – where you can meet Chris Conover and discuss your goals, preferences, and requirements. Then, learn about our capital management approach and select strategies that align with your needs & objectives. Together, you’ll establish a customized capital & asset management plan – designed for your unique situation.
Typically, prospective clients will meet us for a complimentary consultation where Hudson discuss their financial situation and evaluate whether our services can help them meet their goals. If we decide to work together, our team will put together an initial strategy and portfolio plan to present at a follow-up meeting. After this meeting, Hudson will coordinate transferring assets to our custodian and clients will complete the necessary paperwork through e-signature. Generally, Hudson have a financial review with clients at least once a year, but Hudson encourage clients to reach out early and often for guidance as their financial situtation changes.
Although Hudson does not have an account minimum, Hudson believes that clients with more than $500,000 in investable assets can benefit the most from wealth management and financial planning services.
