A complete list of active advisors currently associated with Howard Fiduciary Investments

Warmer can help you find a great advisor at Howard Fiduciary Investments or one who fits your needs even better.

Howard Fiduciary Investments provides discretionary investment management and financial planning through two advisory programs, Managed Wealth and Planning & Strategy, to individuals, families, trusts, estates, retirement accounts (including IRAs and rollover accounts), business entities, and nonprofit organizations. Services are offered across three planning tiers (Foundational, Strategic, Premier) with program- and tier-specific billing and service scopes. The firm manages client portfolios using two named strategies at launch — Beta Market, a diversified, low‑cost ETF-based allocation approach, and Alpha Trend, a rules‑based trend‑following strategy with a defensive short‑term overlay — and determines allocations based on each client’s objectives, risk tolerance, time horizon, and tax situation. HFI describes a multi-method analysis framework (technical, macroeconomic, quantitative, and fundamental), manages accounts on a household discretionary basis, and combines planning and management differently depending on the selected program and tier (Managed Wealth includes a one‑time Engagement Fee). Noteworthy for a single‑principal, newly formed independent adviser, the brochure explicitly includes business and nonprofit clients and details retirement account rollovers and reliance on Prohibited Transaction Exemption 2020‑02, highlighting a capacity to work with entity and tax‑sensitive retirement arrangements that some small peers do not list. The firm also discloses related outside activities (a separate equity investment entity and a business coaching business), a named continuity partner for succession, and an explicit proxy‑voting policy that leaves voting to clients.

To learn more about the advisors currently working at Howard Fiduciary Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.