A complete list of active advisors currently associated with Howland Capital Management LLC
Warmer can help you find a great advisor at Howland Capital Management LLC or one who fits your needs even better.
Howland Capital Management LLC provides personalized investment management and financial planning to individuals, families, revocable and irrevocable trusts, retirement accounts, foundations, endowments and estates. The firm also offers tax services, private trustee services and operates private investment vehicles for clients. HCM manages discretionary, separate accounts that are guided by client-specific Investment Policy Statements and a set of four model portfolios; portfolio managers and research staff meet weekly and employ fundamental, macroeconomic, technical and credit analysis in investment decision-making. Clients receive regular reporting, including quarterly account statements and an Economic and Market Commentary and client letters that summarize market activity and outlook. Notably, HCM acts as a private fund adviser and runs pooled investment vehicles (described as funds of funds), providing pooled-investor quarterly statements and annual balance sheets and partners’ letters for those funds and disclosing related administrative and underlying fund fees. The firm also documents the ability to serve as trustee or personal representative in estate matters and discloses a potential conflict arising from a partner’s compensated board service at its primary custodian, along with measures the firm takes to mitigate that conflict.
To learn more about the advisors currently working at Howland Capital Management LLC, 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.
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