Disciplined Investing Guided by Trust, Oversight, and Growth
Rules-based investment management and comprehensive financial planning delivered through a fiduciary, fee-only advisory firm. Simon has practised on a fee-only fiduciary basis since 2012. Hudson House Capital was established in 2025, built from the ground up on those same principles. We work with professionals, families, senior military officers, and business owners across the United States, providing objective guidance, disciplined portfolio oversight, and long-term strategies aligned with your financial goals.
Our approach emphasizes consistency, transparency, and thoughtful execution, helping clients navigate complex financial decisions with confidence while remaining focused on long-term outcomes rather than short-term market movements.
Thoughtful Clients With Complex Financial Lives
We work with individuals and families who value clarity, structure, and a long-term perspective when making financial decisions. Our clients are not looking for quick answers or short-term market opinions—they are seeking a trusted partner to help them navigate complexity with confidence.
Who we serve:
Senior Military Officers (O-5 and above)
Military pension, TSP, Survivor Benefit Plan, VA compensation, and the transition decisions that shape the next 30 years - by an adviser who already knows the terrain.
Professionals and Executives
Senior professionals with equity compensation, deferred income, and financial complexity that has outgrown a generalist adviser. Coordinated, conflict-free advice.
Families Planning for the Future
Households focused on long-term financial security - retirement, education funding, estate planning, and a plan built around your actual numbers.
Business Owners and Entrepreneurs
Owner-operators whose personal and business finances are deeply intertwined - entity structure, exit planning, and personal wealth held together in one coherent plan.
Regardless of circumstance, our clients share common values: they appreciate objectivity, value transparency, and want advice that serves their interests—without sales pressure or conflicts.
The Fiduciary Advantage
Hudson House Capital is an independent, fee-only registered investment advisory firm operating under a fiduciary standard of care. We are legally and ethically required to act in our clients’ best interests and to provide advice that is objective, transparent, and aligned with their financial goals.
We do not sell financial products, earn commissions, or receive compensation from third parties. Our advice is delivered without sales incentives or product-driven conflicts, allowing us to focus solely on disciplined decision-making and long-term planning.
Our fiduciary responsibility shapes every aspect of the advisory relationship—from how we are compensated to how investment and planning decisions are made.
How We Work
Our advisory process is structured, disciplined, and designed to support thoughtful decision-making over the long term. We follow a clear framework that allows us to understand each client’s circumstances, conduct independent research, and provide ongoing discretionary investment oversight.
Understand → Analyze → Design → Implement → Monitor
We begin by developing a detailed understanding of each client’s goals, financial situation, and risk tolerance. From there, we conduct research and analysis to inform recommendations, implement agreed-upon strategies, and provide continuous monitoring and oversight as circumstances and markets evolve.