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

Howland Triton Policy, 2023

Howland Triton Policy, 2023

23. 02. 24

Howland Triton Composite, 2023

Howland Triton Composite, 2023

23. 02. 24

Howland Opportunistic Growth Composite, 2023

Howland Opportunistic Growth Composite, 2023

23. 02. 24

Howland Opportunistic Growth Policy, 2023

Howland Opportunistic Growth Policy, 2023

28. 02. 24

Howland Core Composite, 2023

Howland Core Composite, 2023

18. 03. 24

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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