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Strategic Partnerships

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Hudson Valley Investment Advisors (HVIA) manages over $1 billion for Institutional, High Net Worth, and Sub-Advisory clients. HVIA also manages the HVIA Equity Fund, a publicly traded equity mutual fund . The firm constructs investment portfolios incorporating insights on the economy, markets, and policy from its internal Investment Policy Committee meetings, and communication with leading Wall Street strategists, economists, equity and fixed income analysts, and company management. HVIA takes a team approach to investment decision making and provides a variety of institutional investment management consultative services in areas including asset allocation, investment policy statement construction, risk allocation, and equity and fixed income analysis. The firm is a 100%, wholly owned subsidiary of Orange County Bancorp, Inc. (listed on the NASDAQ under the ticker symbol OBT), was founded in 1995 and is located in Goshen N.Y., with offices in Westchester County, N.Y. Hudson Valley Investment Advisors recently entered into an exclusive partnership arrangement with SDA Wealth Strategies to further enhance the collective wealth management capabilities of both firms.

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American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). The company currently supports 847 independent investment professionals—inclusive of registered assistants—and more than 375 non-registered associates, located in 393 branch locations throughout the nation. It was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine for six consecutive years (2015-2020); a 2019 and 2020 WealthManagement.com Industry Award Finalist in multiple categories, and the 2020 winner in the service category of B/Ds under 1,000 representatives for its Virtual Administrative Services (VAS) program; a 2021 Corporate Citizen of the Year by Long Island Business News; one of the Best Companies to Work for in the state of New York for six consecutive years (2016-2021) by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).

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Hudson Valley Investment Advisors (HVIA) manages over $1 billion for Institutional, High Net Worth, and Sub-Advisory clients. HVIA also manages the HVIA Equity Fund, a publicly traded equity mutual fund . The firm constructs investment portfolios incorporating insights on the economy, markets, and policy from its internal Investment Policy Committee meetings, and communication with leading Wall Street strategists, economists, equity and fixed income analysts, and company management. HVIA takes a team approach to investment decision making and provides a variety of institutional investment management consultative services in areas including asset allocation, investment policy statement construction, risk allocation, and equity and fixed income analysis. The firm is a 100%, wholly owned subsidiary of Orange County Bancorp, Inc. (listed on the NASDAQ under the ticker symbol OBT), was founded in 1995 and is located in Goshen N.Y., with offices in Westchester County, N.Y. Hudson Valley Investment Advisors recently entered into an exclusive partnership arrangement with SDA Wealth Strategies to further enhance the collective wealth management capabilities of both firms.

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G5 Insurance Agency was founded by Eric Goldstein with a dedicated vision of providing a completely different insurance experience to customers. The foundation of G5 is based on a fresh perspective to the insurance experience with hassle-free service, access to numerous insurance markets, a comprehensive risk management approach, and superior claims service all executed by up-to-date technology and a knowledgeable team.  G5 offers personal insurance (homeowners, renters, auto, umbrella) and all types of business insurance.

With strategic relationships with over 30 top rated insurance companies and the ability to provide coverage in 15 States, the team at G5 excels at matching our personal and business clients with the tailored insurance coverage that they demand. We bring years of experience within the industry blended with a down to earth approach to fit our clients with the appropriate insurance company while always keeping costs in mind. From the client experience side, G5 is on the cutting edge of offering many convenient options such as an online client service portal, the G5 App, easy claim reporting, and many other options to make policy, billing, and risk control activities easily available.

*The strategic partners mentioned are independent and unaffiliated entities of each other.