Portfolios

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

Clear goals
guide meaningful
decisions.

We tailor personalized investment portfolios around needs, goals, and time horizons.

We are long-term portfolio partners.

We all profit on the performance of our porfolios.

Taxable Portfolios

Trusts

Retirement Assets

Family Foundations

We specialize in taxable portfolios.

We manage trusts for long-term benefits.

We understand the nuances of retirement investing.

We want to help families achieve their philanthropic and personal wealth management goals.

Aligned with the wind and waves

Our proprietary models are used as a framework for personalized portfolios.

Opportunistic
Growth

For our best long-term performance.

Core

Serving flexibility and family need.

Triton

A unique approach to environmentally conscious investing.

Heritage

Investing in innovation while minimizing risk.

Defensive

Lower risk for advanced stages of life.

PORTFOLIO REPORTS
DISCOVER

About Us

To keep our clients informed, we create detailed quarterly market reports that provide an overview and contextualization of current investment conditions

Comparative Portfolio Performance 2022

Comparative Portfolio Performance 2022

20. 06. 23

Comparative Portfolio Performance 2021

Comparative Portfolio Performance 2021

20. 06. 23

Triton Composite 2022

Triton Composite 2022

20. 06. 23

Opportunistic Growth Composite 2021

Opportunistic Growth Composite 2021

20. 06. 23

©2023 Howland and Associates, LLC
All rights reserved.

“There is no great secret in fortune making. All you do is buy cheap and sell dear.”

HETTY HOWLAND GREEN, THE RICHEST WOMAN IN THE AMERICA