Hanson & Doremus Investment Management
Hanson & Doremus Investment Management is an independent, fee-only investment adviser headquartered in Burlington, Vermont. Founded in 1995, the firm provides personalized investment management and financial planning services primarily to individuals—including high-net-worth individuals—as well as to charities and pension plans. With approximately 14 employees, Hanson & Doremus is known for its customer-focused approach and long-standing client relationships.
Investment Strategy
Hanson & Doremus Investment Management employs a disciplined, long-term investment strategy tailored to individual client needs. The firm focuses on constructing diversified portfolios of equities and fixed income, emphasizing high-quality, liquid securities. Their approach involves rigorous fundamental analysis, a preference for transparency, and maintaining low portfolio turnover. The philosophy is rooted in risk management, cost efficiency, and a commitment to objective, client-centered investing.
Top Holdings
Equity Positions (496)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | Schwab U.S. Broad Market ETF | 21.08% | $167.5M | 6,514,057 | $12.61 | $25.71 | +$14.8M |
V VGIT | Vanguard Intermediate Treasury ETF | 7.77% | $61.8M | 1,028,666 | $58.11 | $60.03 | +$5.4M |
V VEA | Vanguard Developed Market ETF | 6.01% | $47.7M | 796,784 | $43.70 | $59.92 | +$2.4M |
V VCIT | Vanguard Intermediate Corporate ETF | 5.88% | $46.7M | 555,347 | $78.55 | $84.11 | +$3.7M |
E ESGV | Vanguard ESG US Stock ETF | 3.23% | $25.7M | 216,603 | $76.81 | $118.44 | +$1.4M |