FOR IMMEDIATE RELEASE

MONTGOMERY, N.Y. — July 31, 2026 — HV Capital Management, an independent SEC-registered investment advisory firm headquartered in Montgomery, officially celebrated the opening of its office with a ribbon-cutting ceremony in partnership with the Orange County Chamber of Commerce. The event welcomed business leaders, elected officials, community partners, clients, and supporters to recognize the firm's continued growth and commitment to serving the Hudson Valley.

Founded on the principles of independence, fiduciary responsibility, and disciplined investment management, HV Capital Management was established to provide objective, personalized investment advice to individuals, families, businesses, retirement plans, and nonprofit organizations. The ribbon cutting marks an important milestone as the firm continues to expand its presence throughout the region.

HV Capital Management's leadership team brings decades of combined experience in portfolio management, investment operations, compliance, and client service. Together, they have built a firm centered on thoughtful investment management, personalized service, and long-term relationships.

"This ribbon cutting represents far more than opening the doors to a new office," said Mark Lazarczyk, Co-Founder and Chief Executive Officer. "It represents the trust our clients have placed in us, the dedication of our team, and our belief that independent, fiduciary advice makes a meaningful difference in people's lives. We founded HV Capital Management to build a firm where clients always come first, and we're proud to continue that mission here in the Hudson Valley."

Melissa Mineau, Co-Founder and Chief Operating Officer, reflected on the relationships that inspired the firm's creation and continue to define its culture.

"One of the most rewarding aspects of my career has always been building lasting relationships based on trust, integrity, and exceptional service. Those relationships ultimately inspired me to co-found HV Capital Management. We believe exceptional client experiences don't happen by chance; they are built through trust, responsiveness, and a commitment to putting people first. I am incredibly grateful to every client who has placed their confidence in us and entrusted us to be part of their financial journey."

The firm's investment philosophy emphasizes disciplined portfolio construction, risk management, and evidence-based decision making designed to help clients pursue their long-term financial goals through changing market environments.

"Markets will always create uncertainty, but successful investing is built on discipline, patience, and a long-term perspective," said Ronald Mayfield, CFA^®, Co-Founder and Chief Investment Officer. "Our responsibility is to provide clients with thoughtful investment management grounded in research and prudent risk management while remaining focused on their long-term objectives. That fiduciary commitment guides every investment decision we make."

Since opening its doors, HV Capital Management has continued to grow by providing independent investment management tailored to each client's unique goals and circumstances. The firm's leadership remains committed to maintaining the personalized approach that has become the foundation of its client relationships while continuing to invest in the communities it serves.

"Our vision has never been simply to build a successful investment firm," Lazarczyk added. "We want to build an organization that earns trust every day, contributes to the economic vitality of our region, and becomes a long-term partner for the individuals, families, businesses, and nonprofit organizations we have the privilege to serve."

About HV Capital Management

HV Capital Management, LLC is an independent SEC-registered investment advisory firm headquartered in Montgomery, New York. Registration as an investment adviser does not imply any level of skill or training. The firm provides discretionary portfolio management and investment advisory services to individuals, families, businesses, retirement plans, and nonprofit organizations. As a fiduciary, HV Capital Management is committed to placing clients' interests first through disciplined investment management, objective advice, and personalized client service.

Media Contact

 HV Capital Management, LLC

Office: 845-655-4826

Email: info@hvcapitalmanagement.com

Website: www.hvcapitalmanagement.com