for a safe and prosperous journey
~ Fair Winds ~
MISSION
VISION
History and Heritage
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.
In the 1980s, Dee S. Howland, CFA®, developed an intelligence-based, quantitative stock analysis strategy, leading to the founding of her independent registered investment advisory 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 treat every client as an extension of our close-knit family. We prioritize highly responsive and personalized service at every step of the process.
Dee S. Howland
President
As a Chartered Financial Analyst with over 30 years of market experience, Dee Howland makes certain every investment decision is rooted in valuation principles and disciplined research.
Robert C. Howland
Vice President
Rob Howland serves as VP and Portfolio Strategist at Howland and Associates, where he oversees portfolio construction, risk management, and day-to-day trading operations.
Ross Thomas
Senior Equity Analyst
Ross Thomas focuses on market analytics, data modeling, and company-specific research that inform and contribute to maintaining Howland’s disciplined, evidence-based portfolio process.
Alex Tavares
Director of Communications Investment Advisor
Alex Tavares oversees client relationships and strategic development at Howland, translating complex financial strategies into clear, actionable guidance.
MONTHLY FEES
Howland 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 $250,000.00 on a case-by-case basis.
%
Monthly fee on assets valued
$500,000 - $999,999.99
$250 Monthly minimum
%
Tiered monthly fee on the 2nd million
$1,000,000 - $1,999,999.99
%
Tiered monthly fee on the 3rd million
$2,000,000 - $2,999,999.99
%
Tiered monthly fee on the 4th million
$3,000,000 - $3,999,999.99
%
Tiered monthly fee on the 5th million
$4,000,000 - $4,999,999.99
%
Tiered monthly fee on assets valued greater than
$5,000,000 +
Care, Competence, and Integrity
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 CLIENTS HAVE GAINED MILLIONS
THROUGH OUR DEDICATED SERVICE.
DISCOVER WHAT WE CAN DO FOR YOU
WITH A COMPLIMENTARY PORTFOLIO REVIEW.
Associates
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W82° 44’32”