Corient has agreed to acquire H.M. Payson & Co., Maine’s largest registered investment advisory firm, with $7.9 billion in assets under management. HMP also serves as a Maine chartered trust company, managing approximately $1.2 billion in trust assets.
This acquisition will be Corient’s first Maine location, expanding its capabilities and ability to serve clients throughout northern New England.
Since its founding in 1854, HMP aims to offer comprehensive wealth management services that include expert investment management, strategic financial and estate planning, and trust and fiduciary services — all rooted in a collaborative, client-focused philosophy. With an emphasis on personalized solutions, HMP provides thoughtful, long-term investment strategies designed to preserve and grow wealth for generations.
“By joining Corient, we can immediately offer more to our clients while staying true to the principles that have guided us for generations. We are
