Endowments and Other Institutions

For institutional clients, we believe that our firm is the right combination of size, experience, technology, and talent to help the plan achieve its investment goals.  Virtually every investment advisor says that they create custom portfolios and that they differentiate themselves with service, but we believe H&R is different.  

What makes Howe & Rusling different is that, true to our origins in wealth management, we have built our entire business model around customization and service. Not only can we help our clients select third party managers, but we have talented investment professionals, rather than salespeople, meet directly with clients to help them write or review their investment policies, as well as build portfolios security by security.  With this level of detail, granularity, and adaptability we can address and respond to virtually any unique situation that a client may face in ways that most managers can’t.

Our business is managing clients who want or need a little extra attention.  We have built our business and our reputation around our ability to successfully help clients through unforeseen, unusual, and unique situations, like the ones your endowment, plan, or portfolio may face.  

Scroll to Top