pa About Us – Howland

About Us

AND
ASSOCIATES N27° 38’27”
W82° 44’32”

for a safe and properous journey

~ Fair Winds ~

MISSION

Committed to financial prosperity and the stewardship of capital

Vision

Navigating the investment process to preserve wealth for generations

A history of Prosperity and Heritage

For generations, the Howland family has excelled in American business. John Howland arrived on the Mayflower. He was succeeded by whaling captains, banking executives, and prominent business leaders. Hetty Howland Green became the wealthiest woman in the Gilded Age. Waldo Howland built the Integrity Schooner and Concordia Yacht Company. Generations later, D.S. Howland, CFA invented an intelligence-based stock picking strategy in the 1980s and was hired by a group of doctors to grow their personal funds. Continued success inspired Dee to open her own independent investment management firm.

Portfolio Managers and Business Leadership

Today, Dee continues to teach the tradition of wealth management to the next generation, led by her son Rob Howland, CFP® and our team of associates. Each member of our team has a responsibility to each and every client, treating them as an extension of our close-knit family. We make it a point to deliver high-quality, personalized service at every step of the process.

D.S. Howland, CFA®

Chartered Financial Analyst® and President

Robert C. Howland, CFP®

Certified Financial Planner™ and Senior Vice President

Chloe M. Hill, MBA

Vice President, Personal Relations & Finance

Ross M. Thomas, MS

Senior Securities Analyst

Alex L. Tavares, MFA

Director of Communications

MONTHLY FEES

Holwand invests and trades holdings in your third party brokerage account for a monthly fee.

Howland will consider establishing an account with assets valued less than $500,000.00 on a case-by-case basis.

0.10%

Monthly fee on
assets valued

$500,000 - $999,999.99

$250 Monthly minimum

0.09%

Tiered monthly fee
on the 1st million+

$1,000,000 - $1,999,999.99

0.08%

Tiered monthly fee on
the 2nd million+

$2,000,000 - $2,999,999.99

0.07%

Tiered monthly fee on
the 3rd million+

$3,000,000 - $3,999,999.99

0.06%

Tiered monthly fee on
the 4th million+

$4,000,000 - $4,999,999.99

0.05%

Tiered monthly fee on
the 5th million+

$5,000,000 +

Care, Competence, and Integrity

Howland family values, investment techniques, and traditions have created incredible opportunities for generations.

We have studied financial markets and use our informed understanding of various investment management strategies to minimize risks, taxes, headaches, and hassles.

We make every effort to maximize gains and provide peace of mind.

 

OUR APPROACH ALLOWS US TO WORK WITH PEOPLE WE LIKE AND LOVE.
WE ARE ALWAYS HAPPY TO FIND NEW FRIENDS WHO SHARE OUR ASPIRATIONS AND VALUES.
LET US KNOW IF YOU HAVE A FRIEND OR FAMILY MEMEBER WHO MAY FIT OUR NETWORK?
DISCOVER

Bijou

“Eagles don't flock, you have to find them one at a time.”

Ross Perot