Individual Clients

We are committed to fostering deep, robust, personal relationships and customized portfolio solutions.

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Institutional Clients

Hudson Valley Investment Advisors, Inc. has over 25 years of experience implementing investment portfolios for institutional clients.

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Trust Services

Trust services are offered by our affiliate Orange Bank and Trust Company.

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Hvia Insights

Women Guiding Women Series Event: June 4th

Our upcoming Women Guiding Women event - June 4, 2024

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Portfolio Management Process

Individualized attention addresses a client’s needs, even when changed. Our investment team tailors a portfolio specific your unique investment objectives.

  • Customized Investment Plan
    Customized Investment Plan

    We identify the asset allocation most appropriate for the client to make sure it is properly diversified across equity and income asset classes and within each separate asset class. This allows us to tackle such challenges as the sale of concentrated positions or a highly tax sensitive issue that we review with each client’s CPA beforehand.

  • Equity Analysis & Security Selections
    Equity Analysis & Security Selections

    We examine the economy, business environment and the Federal Reserve Board’s monetary policy. Every security we consider is subjected to an intensive fundamental analysis and is monitored on an ongoing basis.

  • Asset Allocation
    Asset Allocation

    Is a strategy we use that is designed to deliver returns matching a client’s unique definition of risk. Our process is based on a talent for identifying investment opportunities and an informed respect for historical returns and volatility patterns of particular asset classes.

  • Constructing the Optimal Portfolio
    Constructing the Optimal Portfolio

    We build a diversified portfolio of individual securities using three main asset classes. Equities, Fixed Income, and Mutual Funds.

  • Rebalancing Portfolio
    Rebalancing Portfolio

    Clients needs are addressed consistently to determine any change in financial goals and objectives as well as changes in our market forecast.

HVIA Outlooks

Quarterly Outlooks for HVIA Investors

Hvia Outlook
First Quarter Outlook 2024 Letter

Hudson Valley Investment Advisors (HVIA) is an SEC Registered Investment Advisor based in both Goshen and White Plains, NY.  HVIA...

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Our People

Our Team is Motivated to Assist Our Clients for the Long Term

Gustave J. Scacco profile picture
Gustave J. Scacco
Chief investment officer & CEO

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Michael M. Rundle, CFP® profile picture
Michael M. Rundle, CFP®
Vice President & Portfolio Manager

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Kelly Lynch-Moloney, CFP® profile picture
Kelly Lynch-Moloney, CFP®
Vice President & Portfolio Manager

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Ronald P. Mayfield, CFA® profile picture
Ronald P. Mayfield, CFA®
Vice President & Portfolio Manager

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Bryan Scheels profile picture
Bryan Scheels
Assistant Vice President & Portfolio Manager | Special Needs Trusts

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Samantha Booth, CIMA® CRPC® profile picture
Samantha Booth, CIMA® CRPC®
Portfolio Manager

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Melissa J. Mineau profile picture
Melissa J. Mineau
VP/Relationship Manager & Operations Supervisor

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