Payson Choice

Clear Direction, Complete Transparency

Payson Choice combines HM Payson’s best investment thinking with powerful technology and a dedicated client service team for ongoing guidance and planning advice.

Investment Management

Independent Research + Partners with Purpose

HM Payson’s proprietary research informs the Core stock selections in our client portfolios. Additionally, we utilize select Core+ partners with focused expertise to uncover opportunities in the far corners of the market.

Enhanced Client Portal

Full Transparency + Seamless Collaboration

The HM Payson client portal provides clear and concise portfolio information and the ability to collaborate and share information with your advisor.

Flexible Investment Strategies

Tailored to Your Situation

Our long-term investment strategies aim to meet each client’s short-term liquidity and long-term wealth-building needs. Accordingly, as we map out your plan, we will help you strike an appropriate balance between short-term income generating assets and long-term growth equities.

Client-First Approach

Education and Advice; Attractive Fee Structure

In keeping with our core value of putting the client first, we keep fees transparent and value high – from the aforementioned guidance and technology tools to added benefits like our research notes and planning guides.

Reach out, any time. Your Payson Choice team is here for you.