Research Department

In an era of ubiquitous market information, understanding and recognizing the impact of investor behavior on securities prices is more important than ever to achieving successful long-term results. At H.M. Payson & Co., we have built a research facility dedicated to maintaining an independent perspective. When our work finds us at odds with the consensus thinking, the commitment to our process gives us the discipline needed to stay the course and act on our convictions.

Led by Director of Research Chip Weickert, CFA the research team includes:

These individuals perform dual roles as analysts and portfolio managers. Using an array of data sources and proprietary investment models, they screen a large universe of issues for desirable characteristics. By focusing on the three elements of investment returns (dividends, earnings growth, and short-term revaluation) they are able to identify distinct sets of opportunities for both taxable and non-taxable accounts.