Privacy Policy & Disclaimer

Protecting our clients’ privacy is of the greatest importance to us.

Please click here to download a copy of H.M. Payson’s Customer Privacy Notice.

Please click here to download a copy of the ADV Brochure.


H.M. Payson may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Information on the H.M. Payson web site should not be considered as a solicitation or recommendation for investment advice or service by any person, entity and/or prospective clients. The web site is limited to providing general information and for describing our investment services. HM Payson does not make any representations or warranties as to the accuracy, suitability, or completeness of any information prepared by any unaffiliated third party or links to our site.