Our Approach: Discipline and Imagination

As investment and wealth management professionals, we are dedicated to helping investors define their goals, formalize their goals in Investment Policy Statements, and meet their goals through solid and sensible investment management and wealth management. Although we are disciplined in our approach, this does not prevent us from being imaginative. Disciplined and imaginative are two important defining characteristics of who we are.

We also believe in keeping our investment philosophy simple to understand. We manage stock, bond, and cash portfolios as well as portfolios that are a mix of the three (known as balanced portfolios). Our goal has always been to provide returns for our investors that are near benchmarks and at less-than-benchmark risk.

We are a Registered Investment Advisor with the goal of building and preserving the wealth of individual and institutional investors.

Our History

  • 1994
    Established
  • 2003
    Name changed
  • 2005
    Firm Evolves
  • 2010
    Growth
  • 2011
    Athena Launch
  • 2012
    $1 Billion
  • 2016
    Financial Planning Focus
  • 2017
    Nonprofit Focus
  • 2018
    Value and Momentum Launch

First Albany Asset Management

Our predecessor firm, First Albany Asset Management, was established as a registered investment advisor in 1994 by First Albany Companies.

FA Asset Management

The name of the firm was changed from First Albany Asset Management to FA Asset Management in 2003.

Johnson Illington Advisors LLC

Johnson Illington Advisors LLC ("Johnson Illington") was established in February 2005 with the purchase of the assets of FA Asset Management by individual officers of FA Asset Management and Illington Fund Management.

Hugh Johnson Advisors LLC

In March of 2010, Johnson Illington purchased membership units owned by Thomas Lloyd Global Asset Management (Americas) LLC, the successor in interest to Illington Fund Management. Upon completion of this transaction, Thomas Lloyd owned 10% of Johnson Illington. At the time of this transaction, Johnson Illington was renamed Hugh Johnson Advisors LLC. Dan Nolan joins the firm full-time as CEO. Moved to larger office space.

Hugh Johnson Advisors LLC

Launched Athena Dividend Strategy portfolio an all-equity portfolio emphasizing lower portfolio volatility through dividend-paying stocks, including those with a global footprint.

Hugh Johnson Advisors LLC

Reached $1 billion in assets under management.

Hugh Johnson Advisors LLC

Andrew Halliday joins the firm as Director of Wealth Management increasing the firm’s focus on financial planning.

Hugh Johnson Advisors LLC

Robert Hennes named Director of Nonprofit Services furthering the firm’s commitment to the nonprofit community.

Hugh Johnson Advisors LLC

Launched Value and Momentum Strategy concentrated mid- to large-cap, all-equity strategy employs a proprietary set of quantitative factors, including discounted value and momentum, to select for stocks whose potential for growth is not reflected in their current stock price.

Qualifications:
A Billion Dollars Small

With almost $1.5 billion in assets that we manage, and over $1.0 billion in assets that we consult on, it may sound like we are a large firm—but in the world of Registered Investment Advisors, that’s not large. In fact, we consider ourselves pretty small, and we like it that way.

Experience:
100 Years at Your Service

We have been in business together serving clients for decades as an investment management firm with experienced investment professionals who collectively have more than 100 years of experience.

Decades of service.
Over 100 years of collective experience.

As a Registered Investment Advisor and fiduciary, Hugh Johnson Advisors delivers client service that’s bound by discipline and integrity to the highest legal standards, providing vigilant account stewardship.