Insights and News

Keeping Recent Volatility in Perspective

Volatility has returned to the equity markets after being abnormally low through the summer months. Rather than react emotionally to volatility we remain disciplined in our process which focuses on the fundamental drivers of value(1).  In this note we will put volatility in context, check to see if any long-term fundamentals have changed, and determine […]

Growth is the New Defense | David Hines, Director of Research

   G R O W T H  I S  T H E  N E W  D E F E N S E  Presented by David Hines, Director of Research  Earlier this year, we launched a series of lectures describing our investment philosophy, including our approach to these unprecedented market conditions. In his presentation, David […]

Sea of Opportunity: HM Payson Supports Bigelow Laboratory for Ocean Sciences

    At Bigelow Laboratory for Ocean Sciences in East Boothbay, Maine, scientists explore how the tiniest marine particles affect all life on Earth. And their discoveries are fueling new ways to keep our oceans – and our planet – healthy for future generations. We’re proud to sponsor Bigelow’s Café Sci, the annual summer educational […]

Growth is the New Defense: HM Payson 2018 Financial Markets Forecast

       Growth is the New Defense: 2018 Financial Markets Forecast At the start of the year, Chief Executive Officer, Peter Robbins, gave an annual forecast for the year ahead. The team forecasted a significant but not catastrophic correction in the markets which we then saw the beginnings of a couple weeks later. […]

Personal Finance 301 – Saving & Investing

  A 2017 survey conducted by GoBankingRates indicates that 33% of Americans have no retirement savings and another 23% have only between $0 and $10,000! Sadly, too many people are ill-prepared financially for their future, whether it be for retirement or an unexpected emergency. Fortunately, for adults in their 30s and 40s, there is still […]

Promotions & New Hires

    P R O M O T I O N S  The Directors of HM Payson are pleased to announce the following promotions: Michelle Santiago, Esq. has been named Chief Trust Administrative Officer and Pamela Stephenson, CTFA has been appointed Chair of the Fiduciary Services Committee. In her role as Chief Trust Administrative Officer, […]

HM Payson Strengthens Portfolio Management and Operations Teams

HM Payson is pleased to announce the addition of Richard T. Price as Portfolio Manager and Jeffrey T. Soules as Trader to the integrated financial advisory team. Richard comes to HM Payson Richard T. Price | Portfolio Manager Richard joins HM Payson with four years of experience in the financial services industry, holding the position of […]

HM Payson is pleased to announce the addition of Edward Demetriou, Esq.

  The Managing Directors of HM Payson are pleased to announce that Edward Demetriou, Esq., has joined the Firm as a Portfolio Manager. Edward holds the designation of Chartered Alternative Investment Analyst (CAIA) and, in addition to his other responsibilities, will help build the Firm’s platform for investment in alternative asset classes on behalf of […]

Second Quarter Investment Review & 2017 Outlook

The second quarter carried forward many of the same investment themes from the first quarter. Perhaps the most notable is the continued low volatility of the equity markets as nothing seems to rattle investors. The equity indices continued their methodical ascents to higher and higher levels with little excitement along the way. The VIX (Volatility […]

Promoting Derek Blackburn to Chief Operating Officer

As the Chief Operating Officer for HM Payson, Derek will direct, develop and administer operational strategies to ensure the achievement of the Firm’s goals and objectives. He is responsible for oversight of the custodial platform, all subservice organizations and the overall effectiveness of custodial operations.   Derek is also responsible for monitoring, maintaining and enforcing […]

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