H.M. PAYSON

Overview

H.M. Payson is a long-established independent registered investment adviser and trust company, in operation since 1966. The firm serves both individual and institutional clients, positioning itself as a capital allocator that blends traditional discretionary portfolio management with financial planning, trust services and educational outreach. H.M. Payson lists a broad advisory scope—portfolio management for individuals, small businesses and institutions, publication of periodicals, and workshops—which signals a client-facing, multi-service wealth management practice rather than a single-strategy shop. The firm reports active ESG engagement, and that orientation appears across its public and private allocations. Fee structures include both percentage-of-AUM and fixed-fee arrangements, reflecting flexibility for different client profiles. H.M. Payson has been recognized externally, appearing on CNBC’s Top 100 Financial Advisory Firms list several years and on Citywire’s 50 Growers list in recent cycles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices