Hudson Valley Investment Advisors Rebrands to Orange Investment Advisors, Launching a New Era of Unified Financial Services, Corporate Integration, and Growth in Additional Markets

Rhea-AI Summary

Orange County Bancorp (NASDAQ:OBT) announced on October 8, 2025 that Hudson Valley Investment Advisors will rebrand as Orange Investment Advisors, aligning the advisory arm with Orange Bank & Trust Company for a single, synergistic client experience.

The company said advisory teams, investment strategy, philosophy, and the investment committee will remain unchanged. The rebrand follows HVIA's founding in 1996 and its acquisition by Orange County Bancorp in 2012. The new brand identity will be rolled out across client communications, digital platforms, and marketing materials in the coming weeks.

Management described the change as a milestone to unify core businesses and strengthen local wealth-management capabilities.

Positive

• Rebrand aligns advisory business with Orange Bank for unified client experience
• Company states advisory teams and investment committee remain unchanged
• Brand rollout across digital and client communications scheduled in coming weeks

Negative

• Rebranding rollout may cause short-term client communication or recognition disruption

MIDDLETOWN, N.Y., Oct. 08, 2025 (GLOBE NEWSWIRE) -- Orange County Bancorp, Inc. announced today that Hudson Valley Investment Advisors (HVIA) is rebranding as Orange Investment Advisors to create a streamlined experience for clients and staff and a single, synergistic brand with Orange Bank & Trust Company (Orange Bank).

“We want to assure all clients that while the name is changing, your advisory team, investment strategy, investment philosophy, and the investment committee will remain the same,” said Mark Lazarczyk, COO and Chief Compliance Officer at Orange Investment Advisors. “This integration is a significant development that will allow us to better serve our clients with a cohesive approach to their financial needs.”

Founded in 1996 and acquired by Orange County Bancorp, Inc. in 2012, Orange Investment Advisors has earned a strong reputation for disciplined investment strategies and client-focused service. The new brand identity will be rolled out across all client communications, digital platforms, and marketing materials in the coming weeks.

“The launch of Orange Investment Advisors marks a significant milestone in unifying our core businesses,” said Michael Gilfeather, President and CEO of Orange County Bancorp, Inc. “This rebranding enhances our brand consistency and strengthens our resolve to help clients build and preserve wealth with trusted, local expertise.”

About Orange County Bancorp Inc.
Orange County Bancorp, Inc. is the parent company of Orange Bank & Trust Company and Orange Investment Advisors (formerly, Hudson Valley Investment Advisors, Inc.). Orange Bank & Trust Company is an independent bank that began with the vision of 14 founders over 130 years ago. It has grown through innovation and an unwavering commitment to its community and business clientele to approximately $2.6 billion in total assets. Orange Investment Advisors is a Registered Investment Advisor in Goshen, NY. It was founded in 1996 and acquired by the Orange County Bancorp, Inc. in 2012.

Contact:
Candice Varetoni
AVP Marketing Officer
cvaretoni@orangebanktrust.com

FAQ

What did Orange County Bancorp (OBT) announce on October 8, 2025 about Hudson Valley Investment Advisors?

The company announced HVIA will rebrand as Orange Investment Advisors to align with Orange Bank and unify client services.

Will Hudson Valley Investment Advisors' investment team or strategy change after the OBT rebrand?

No—management said the advisory team, investment strategy, investment philosophy, and investment committee will remain the same.

When will Orange Investment Advisors' new brand identity be visible to clients for OBT?

The new brand identity will be rolled out across client communications, digital platforms, and marketing materials in the coming weeks.

How does the OBT rebrand affect clients' accounts with Hudson Valley Investment Advisors?

The company indicated the rebrand is nominal and clients' advisory relationships and strategies will continue unchanged.

Why is Orange County Bancorp rebranding HVIA to Orange Investment Advisors (OBT)?

Management said the rebrand creates a streamlined, single brand to provide a cohesive approach to client financial needs and unify core businesses.

Does the OBT announcement mention any changes to fees, products, or leadership at Orange Investment Advisors?

No—management confirmed no changes to the advisory team or investment committee; no fee or product changes were announced.