ABOUT HUDSON HOUSE CAPITAL
Independent Advice. Disciplined Process. Long-Term Perspective.
Hudson House Capital is an independent, fee-only registered investment advisory firm providing financial planning and discretionary investment management to professionals and families across the United States.
We serve clients who value objective advice, disciplined decision-making, and a long-term approach to managing their financial lives—without sales pressure, commissions, or product-driven incentives. As a registered investment adviser, we operate under a fiduciary standard and are legally obligated to act in our clients’ best interests at all times.
A Fee-Only Fiduciary Structure
Hudson House Capital is compensated solely through an assets-under-management fee. We do not sell financial products or receive commissions, ensuring our advice remains objective and aligned with our clients’ interests.
Investment Management
Hudson House Capital provides discretionary investment management using a rules-based process driven exclusively by quantitative data. Our investment approach is designed to promote consistency, discipline, and objectivity by minimizing emotional and subjective decision-making.
Rather than relying on forecasts, market narratives, or discretionary opinions, investment decisions are guided by empirical data and clearly defined rules. This systematic framework is applied consistently across client portfolios while allowing for customization based on individual goals, time horizons, and risk tolerance.
Portfolios are constructed with a long-term perspective and emphasize diversification, quantitatively informed risk management, and ongoing monitoring. Portfolio adjustments and rebalancing are executed according to established rules rather than short-term market reactions or prevailing sentiment.
Our investment process is not intended to predict markets or pursue short-term outcomes. Instead, it is designed to support disciplined decision-making across full market cycles while remaining aligned with each client’s broader financial objectives. By maintaining a structured and repeatable process, we seek to provide clients with clarity, consistency, and confidence as market conditions and economic environments evolve over time.
Financial Planning
Financial planning at Hudson House Capital is designed to provide clarity, structure, and coordination across all major areas of a client’s financial life. We work closely with clients to develop strategies that align financial resources with long-term goals, priorities, and evolving circumstances.
Planning may include retirement strategy, cash flow and savings analysis, investment allocation, tax-aware planning coordinated with a client’s tax professional, education funding, and estate planning considerations. Recommendations are tailored to each client’s specific situation and reviewed regularly as goals, regulations, and personal circumstances change.
Our planning process is fully integrated with investment management to ensure that portfolio decisions support broader financial objectives. This coordinated approach helps clients remain focused on long-term priorities rather than reacting to short-term market movements or temporary uncertainty.
Through ongoing review and guidance, financial planning becomes a dynamic process that adapts as life evolves. The objective is to provide organization, perspective, and confidence as financial decisions become more complex over time, while maintaining alignment with each client’s long-term goals.
What Sets Us Apart
Rules-Based Investing
Investment decisions are guided by empirical data and clearly defined rules, promoting consistency and objectivity while minimizing emotional and subjective judgment.
Fee-Only Fiduciary Model
As a fee-only registered investment adviser, we do not sell products or receive commissions, ensuring advice remains objective and aligned with client interests.
Direct Relationship
Clients work directly with the firm’s founder, receiving consistent guidance, accountability, and a streamlined advisory experience without handoffs or institutional complexity.