We reserve the right to make changes and corrections at any time, without notice. No information contained on this site constitutes investment advice.
Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events,cannot be guaranteed to be accurate and may result in economic loss to the investor.
In addition to our core equity and fixed income portfolios, Howe & Rusling also offers ETF portfolios. The purpose of our ETF portfolios is to allow our clients with smaller accounts to achieve the diversification and sector allocations of our larger clients, without sustaining a disproportionate amount of transaction charges. We also use ETFs in many of our core accounts to achieve extra exposure to certain sectors of the market, such as international equities or gold.
Howe & Rusling has developed a comprehensive approach to equity management utilizing a combination of top-down economic research, proprietary quantitative modeling, and industry specific and company specific analysis to develop a full understanding and compelling investment thesis for every stock we purchase for our clients.
Howe & Rusling has a strong tradition of fixed income excellence, managing fixed income accounts for both return-oriented clients and for clients interested in using their portfolios to generate income. Howe & Rusling manages portfolios for both tax-sensitive and non-taxable clients and also specializes in both self-insurance trusts and cash management accounts.
Some advisors tend to believe that alternatives are a panacea for diversification, risk management, and return enhancement, while other advisors believe that they are expensive and ineffective. Howe & Rusling is of the belief that although alternatives aren't appropriate for the majority of clients, for some clients, certain alternative investments can be a prudent addition to a portfolio. Such clients are generally ultra high net worth individuals or endowments for whom liquidity is not a concern.
As Director of Equity Research, Brett’s activities focus on identifying investment opportunities in both large and small cap equities. He holds a Bachelor's of Business Administration from Kent State University and is a graduate of the Fisher College of Business at Ohio State University. Brett obtained his CFA designation in 2003 and is a member of the New York Society of Financial Analysts.
Assisting not-for-profits in meeting their performance objectives is a small part in the overall relationship between Howe & Rusling and its not-for-profit partners.
Howe & Rusling is looking to bring in new advisors who are as committed to our philosophy of Character, Competence and Service as we are.
Nearly two decades ago, Howe & Rusling started managing insurance assets for a large insurance company. Managing assets for insurance clients has become a critical part of the firm’s business and insurance assets now represent approximately 10% of the firm’s total assets.
We understand the many fine points and details of investment portfolio management for insurance companies:
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