Hanson & Doremus Investment Management

Hanson & Doremus serves individuals (both non-high-net-worth and high-net-worth), business entities, trusts, estates, pension and profit‑sharing plans, financial institutions, and charitable organizations. The firm offers discretionary portfolio management, financial planning and consulting, and retirement-plan advisory services, and may act as an ERISA investment fiduciary for trustee-directed plans.

The firm builds customized portfolios using a mix of passive (low-cost index funds) and active (bottom-up fundamental) strategies and implements allocations across equities, fixed income, ETFs and, in limited circumstances and at client direction, options and margin. Hanson & Doremus conducts suitability assessments, ongoing monitoring and rebalancing, treats cash as an asset class for defensive positioning, and provides regular client reviews and performance reporting.

A distinctive feature in the brochure is the firm’s provision of periodic comprehensive reporting that can aggregate and display assets held outside the firm’s management through third-party tools (ByAllAccounts and MoneyGuidePro), which is less common among multi-team advisers. The firm also highlights a team with multiple CFA and CFP credentials and uses third-party services (Broadridge with Glass Lewis guidelines and Vanguard’s proxy program) for proxy voting and consolidated reporting.