HM Payson & Co.

Overview

Established in 1854, HM Payson & Co. is a Maine-based integrated financial advisor specializing in investment management and financial planning services. The firm operates as a team, with all employees working together to serve clients on a fiduciary basis, ensuring that clients' interests come first. This collaborative approach allows them to provide personalized investment advice tailored to each client's unique situation. The firm's investment strategy is characterized by disciplined research and a highly structured approach. They focus on preserving and growing clients' wealth by combining the breadth of knowledge and experience of all their employees. This team-based methodology enables them to create investment policies that are best suited to each client's needs, free from personal biases. HM Payson & Co. is a fee-based practice, with no employee compensation tied to individual performance. Instead, all employees are incentivized based on the overall performance of the firm, aligning their interests with those of their clients. This structure reflects their commitment to acting in the best interests of their clients, fostering long-term relationships built on trust and mutual success.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies