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Hudson Advisor Services

Hudson Advisor Services
4445 North A1A
Vero Beach, FL 32963

Phone:772-231-8101
Toll-Free:866-848-3766
Fax: 772-231-8102

Hudson Advisor Services, Inc. provides investment advisory and family office services to individuals, families, and institutions. William N. Hudson, Jr. founded the firm in 1994 and was previously Executive Vice President for Investment Services at HSBC Bank. David Burrows, President, joined the firm in 2003 and was previously Managing Director and Chief Investment Officer for the Goldman Sachs Trust Company. We serve clients from multiple locations: Buffalo, NY., Greenwich, CT., Vero Beach, FL., Boston, MA., New York, NY., and
San Francisco, CA.

Investment Management Services

Hudson Advisor Services, Inc. has developed focused investment strategies for both institutions and individuals. In addition to portfolio management, Hudson Advisor Services provides full financial planning and recording reporting services including:

  • Investment Management- Stocks, Fixed Income, Income Solutions, Alternative    Investments. Separate Account Programs.
  • Account Types: Individual, IRA, Roth IRA, Trusts, SEP IRA, 401(k), IRA Rollover, Family Foundations, and various other structures.
  • Family Office Services.
  • Trust and Estate Planning.
  • Retirement Plans for both Individuals and Corporations.
  • Tax Preparation and Record Keeping Services.

    As an SEC registered and fee based Investment Advisor, our interests are aligned with our clients. Many brokerage firms and insurance firms claim to be financial consultants, but still have the old fashion stock broker commission and transaction based compensation system which can lead to excessive trading and unsuitable and high cost products. Our fee structure is a percentage of our client assets and we do not receive transaction based compensation. We use Fidelity as our brokerage firm and provide conflict investment advice to our clients. Please call, email, write, or visit our website for information about services.

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