Howe & Rusling is committed to providing the highest possible level of service to its clients. We hold all our employees accountable to this commitment and believe our clients’ expectations should not only be met, but exceeded, from day one.
After committing to Howe & Rusling, an initial meeting is set to construct your personalized investment strategy.
Following receipt of your first quarterly H&R performance report, a second meeting is scheduled to discuss and review your initial strategies, positions, and expectations.
Continuing quarterly phone contact
Face-to-face meetings at least annually
© 2017 Howe and Rusling, Inc.