Insights & News

2018 Year in Review

  Every year in January we like to look back and reflect on the progress we, as a firm, have made for our clients and the impact we have had on our communities. From a ... Read More

Research Note: Tenth Anniversary

Eric R. George, Portfolio Manager   Until this December, investors had experienced a very prosperous decade following the 2008 Bear Market. As time has a way of healing painful ... Read More

Total Return Fund

The HM Payson Total Return Fund offers the ease of a single solution mutual fund for clients seeking long-term growth.

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Established 1854
An Integrated Financial Advisor