Hudson Valley Investment Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

225 Pictoria Dr Ste 450, Cincinnati, Ohi...

Phone Number

(888) 209-8710

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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May
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ZI Rank
1
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1
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1

About Hudson Valley Investment Advisors

Hudson Valley Investment Advisors, Inc. offers the HVIA Equity Fund, which aims to achieve growth at a reasonable price by investing in a diversified portfolio of large-capitalization companies. The fund employs a rigorous investment strategy focused on risk management and control, utilizing diversification and comprehensive analysis to outperform the market on a risk-adjusted basis. It is designed for long-term investors and emphasizes the importance of understanding the associated risks before investing. The firm has been established in the region since 1995.Explore more
Popular SearchesHudson Valley Investment Advisors IncUltimus FundSIC Code 62,628NAICS Code 52,523Show more

Hudson Valley Investment Advisors Org Chart

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JS
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Vice President, Portfolio Manager

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Assistant Portfolio Manager & Trader

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Hudson Valley Investment ...

<$5M
1-10
Private
-
-
JS
James SerkesVice President, Portfolio Manager
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
1-10
Private
<$5M
2017
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
11-50
Private
-
2013
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Hudson Valley Investment Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Hudson Valley Investment Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hudson Valley Investment Advisors.

Hudson Valley Investment Advisors Tech Stack

A closer look at the technologies used by Hudson Valley Investment Advisors

Hudson Valley Investment Advisors News & Media

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Frequently Asked Questions Regarding Hudson Valley Investment Advisors

What is Hudson Valley Investment Advisors's official website?
Hudson Valley Investment Advisors's official website is www.hviafunds.com
What is Hudson Valley Investment Advisors's Revenue?
Hudson Valley Investment Advisors's revenue is <$5 Million
What is Hudson Valley Investment Advisors's SIC code?
Hudson Valley Investment Advisors's SIC: 62,628
What is Hudson Valley Investment Advisors's NAICS code?
Hudson Valley Investment Advisors's NAICS: 52,523
How many employees does Hudson Valley Investment Advisors have?
Hudson Valley Investment Advisors has 1-10 employees
What industry does Hudson Valley Investment Advisors belong to?
Hudson Valley Investment Advisors is in the industry of: Finance, Securities Trading
What is Hudson Valley Investment Advisors competition?
Hudson Valley Investment Advisors top competitors include: Telos Capital Management, The Institute for Wealth Management, QVest, Columbus Macro
What technology does Hudson Valley Investment Advisors use?
Some of the popular technologies that Hudson Valley Investment Advisors uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
How do I contact Hudson Valley Investment Advisors?
Hudson Valley Investment Advisors contact info: Phone number: (888) 209-8710 Website: www.hviafunds.com
What does Hudson Valley Investment Advisors do?

Hudson Valley Investment Advisors, Inc. offers the HVIA Equity Fund, which aims to achieve growth at a reasonable price by investing in a diversified portfolio of large-capitalization companies. The fund employs a rigorous investment strategy focused on risk management and control, utilizing diversification and comprehensive analysis to outperform... the market on a risk-adjusted basis. It is designed for long-term investors and emphasizes the importance of understanding the associated risks before investing. The firm has been established in the region since 1995.Read More

Is Hudson Valley Investment Advisors a public company?
Hudson Valley Investment Advisors is private company therefore does not currently have an official ticker symbol
See more information about Hudson Valley Investment Advisors

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