Our Fiduciary Commitment

Serving Clients’ Best Interests—At All Times

Hudson House Capital is an SEC-registered investment adviser. As such, we operate under a fiduciary standard of care, which requires us to act in the best interests of our clients and to place client interests ahead of our own.

This fiduciary obligation is central to our advisory philosophy and governs how we provide investment advice, financial planning services, and ongoing portfolio oversight.

What It Means to Be a Fiduciary

As a fiduciary, Hudson House Capital is obligated to:

  • Provide advice that is in our clients’ best interests

  • Seek to avoid conflicts of interest where reasonably possible

  • Fully and fairly disclose material facts and potential conflicts when they exist

  • Provide advice that is consistent with each client’s stated goals, objectives, and risk tolerance

This obligation applies throughout the advisory relationship and across all services we provide.

Fee-Only and Independent

Hudson House Capital is compensated solely by client fees. We do not receive commissions, referral compensation, revenue sharing, or other incentives from third parties.

We do not sell proprietary products, insurance policies, or investment vehicles. Our independence allows us to evaluate investment strategies and planning decisions without financial incentives tied to specific recommendations.

This fee-only structure is designed to promote transparency and alignment between our interests and those of our clients.

Client Alignment and Suitability

Investment advice and financial planning recommendations are developed based on information provided by each client, including financial circumstances, investment objectives, risk tolerance, and time horizon.

Clients are responsible for providing accurate and complete information and for promptly notifying us of any material changes to their financial situation or objectives. Ongoing communication allows us to adjust advice as circumstances evolve.

Ongoing Oversight and Monitoring

For clients receiving discretionary investment management, Hudson House Capital provides ongoing portfolio monitoring and oversight consistent with the agreed-upon investment strategy.

For financial planning engagements, recommendations are provided based on the agreed scope of services. Implementation of recommendations may involve coordination with third-party professionals, such as attorneys or accountants, when appropriate.

Investment outcomes cannot be guaranteed. All investing involves risk, including the possible loss of principal.

Transparency and Client Communication

We believe fiduciary responsibility includes clear and timely communication. Clients receive regular reporting and have access to us to discuss portfolios, financial plans, and evolving objectives.

Our role is to provide clarity, structure, and disciplined guidance, particularly during periods of market volatility or significant life change.

A Long-Term Advisory Relationship

Our fiduciary commitment reflects our belief that successful advisory relationships are built over time through trust, accountability, and consistent application of sound principles.

We view our role as a long-term partner—helping clients navigate complexity, make informed decisions, and remain aligned with their financial objectives.

Important Disclosure

Hudson House Capital is a registered investment adviser. Registration does not imply any level of skill or training. Past performance is not indicative of future results. Investment strategies involve risk and may not be suitable for all investors.

Additional information regarding our advisory services, fees, and business practices is available in our Form ADV.