Investment Management

 

Professional Investment Management

Hudson Valley Bank offers investment management services through our Manhattan-based subsidiary A.R. Schmeidler & Co. Inc. The firm has more than $1 billion in investment assets and has been managing equity and fixed income investment portfolios for high net-worth individuals, businesses, not-for-profit organizations, foundations and unions, as well as pension and profit sharing plans, since 1971.

Click here for additional information about A. R. Schmeidler's services and investment philosophy.

Customized Portfolio Management

A. R. Schmeidler provides a highly customized approach to investment management. They build investment portfolios based on the specific investment needs, objectives, goals, sensitivities and expectations of each individual or institutional client.

Known for their integrity and investment returns,  it is no wonder that they have multi-generational client relationships dating back to their founding. Their approach has enabled their clients' capital and income to grow over the long term.

Experience the A. R. Schmeidler Difference

  • Completely customized investment management
  • Comprehensive independent research
  • Experienced portfolio managers
  • Proven track record
  • Cited for performance by industry publications
  • Highly personalized service and attention
  • Effective client communication
  • Rated high for client satisfaction

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Comprehensive Services

Through A. R. Schmeidler, Hudson Valley Bank offers the following investment management services:

Individuals

  • Taxable and tax-exempt personal accounts
  • IRAs, Keoghs and other retirement accounts
  • Individual trusts
  • Family trusts
  • Family foundations

Businesses

  • Public & Private company pension funds
  • Public & Private company profit sharing plans
  • Insurance company capital accounts

Not-For-Profit Organizations

  • Endowment Funds
  • Foundations
  • Retirement Plans

Unions/Taft Hartley

  • Pension Plans
  • Welfare Plans
  • Annuity funds

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Achieving Client's Goals

A. R. Schmeidler is comprised of an experienced team of investment professionals who are committed to working with clients to design an investment portfolio that works for them. They focus on compounding rates of return to help clients reach their goals, and they construct portfolios to build capital and / or generate investment income.

Equity

A. R. Schmeidler's independent research is focused on addressing the economic, social and political environment leading to sectors in the economy that will thrive and to which capital will flow. Their professional team then applies evaluation standards to find the most undervalued and best-positioned businesses that will benefit the most from what is happening in the global economy.

Fixed Income

A. R. Schmeidler's economic outlook is an important element in their ability to anticipate interest rate levels and the related impact on the bond market. Evaluation of the bond market and projections of shifts in interest rates involve their ongoing study of economic data. Their team gauges the current yield curve and evaluates the strategy regarding the yield objective of clients' portfolios and the risk tolerance deemed acceptable. The goal is to generate the greatest amount of income with the lowest acceptable risk.

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Trust & Fiduciary Services

Please Click here for more information on our full range of Trust and Fiduciary Services.

* Investments are not deposits, not insured by the FDIC, not guaranteed by the Bank or any Federal Government Agency and may lose value.