A complete list of active advisors currently associated with Howe and Rusling, Inc.

Warmer can help you find a great advisor at Howe and Rusling, Inc. or one who fits your needs even better.

Howe and Rusling serves primarily individual and high‑net‑worth clients and also provides advisory services to institutional clients such as insurance companies, pension plans, trusts, and corporations. The firm’s client services include large‑cap equity and intermediate fixed‑income portfolio management, financial planning and estate‑planning coordination, and the use of third‑party managers when appropriate. The firm’s investment process integrates top‑down macroeconomic forecasting with bottom‑up fundamental research and proprietary valuation models; its equity offerings include a Core Equity portfolio and an Equity Income portfolio, each typically holding about 35–50 names. Fixed‑income work focuses on Treasuries, agencies, investment‑grade corporates, municipals and agency mortgage‑backed securities, using a proprietary econometric model for tactical duration, ongoing monitoring, block trading and execution via custodial platforms. Distinctive features noted in the brochure include a long operating history (founded in 1930) and a relatively large asset base managed by a compact team — the firm describes eight wealth managers overseeing roughly 1,400 client relationships. The firm also discloses an employed attorney who facilitates estate‑planning services (with referrals to an unaffiliated law firm), explicitly accepts insurance‑company clients, and participates in institutional custodian/referral programs while using soft‑dollar research arrangements.

To learn more about the advisors currently working at Howe and Rusling, Inc., 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.