• Howe and Rusling

    Howe & Rusling is a Registered Investment Advisor. We place our clients’ wishes above anything else. We pledge to provide an honest relationship with our clients that fosters openness, trust, and care. We promise to be responsive to our clients’ requests as soon as possible, and to the best of our ability. We promise that our number one goal will always be to act in the genuine interest of our clients, and our fiduciary responsibility ties us to that promise. We will approach each client relationship as a team, and every single unique member of our Howe & Rusling team will be dedicated to fulfilling our clients’ various needs.

  • OUR FEATURED SERVICES

    ETF
    In addition to our core equity and fixed income portfolios, Howe & Rusling also offers ETF portfolios. The purpose of our ETF portfolios is to allow our clients with... more
    High Net Worth
    The needs of the Ultra Affluent are unique and distinct from the needs of other types of clients.  For clients with over $15 million in assets, Howe & Rusling’s... more
    Retirement
    At Howe & Rusling, we think there are three distinct phases to retirement planning.  The first is accumulating wealth. In this phase, the emphasis is on... more
    Alternatives
    Alternative investments have a tendency to polarize advisors.  Some believe that they are a panacea for diversification, risk management and return enhancement.  ... more
    Fixed Income
    Howe & Rusling has a strong tradition of fixed income excellence, managing fixed income accounts for both return-oriented clients and for clients interested in using... more
    Equity
    Howe & Rusling has developed a comprehensive approach to equity management utilizing a combination of top-down economic research, proprietary quantitative modeling, and... more
    Not for Profit
    Assisting not-for-profits in meeting their performance objectives is a small part in the overall relationship between Howe & Rusling and its not-for-profit partners... more
    Endowments
    For institutional clients, we believe that our firm is the right combination of size, experience, technology, and talent to help the plan achieve its investment goals.  ... more
    Insurance
    Nearly two decades ago, Howe & Rusling started managing insurance assets for a large insurance company.  Managing assets for insurance clients has become a critical... more
    Corporate Cash
    With money market yields near zero percent, it often makes sense to establish a managed corporate cash account to improve the yield while maintaining a high degree of... more
  • 1125
    Millions Under Management
    87
    Years in Business
    20
    Avg. Manager Years of Experience
    40
    Longest Relationship

  • OUR TEAM

    Ryan Tomko
    Relationship Manager
    Nancy Sutton
    Client Service Manager
    Mary Lisa Sisson
    Vice President, Director of Client Services
    Casey Ryan
    Vice President, Senior Portfolio Manager
    Sarah Swan
    Vice President, Client Experience
    Elizabeth Perry
    Portfolio Operations Manager
    Emily Lambert
    Vice President, Operations Manager
    S.Kip Astheimer
    Vice President, Strategy
    Craig Cairns
    President, Chairman & Chief Compliance Officer
    Patrick Kavey
    Vice President
    Greg Farrell
    Vice President, Portfolio Manager
    Dylan Potter
    Investment Management Planner
    Charity Willett
    Fixed Income Associate
    Steven MacNamara, CFA
    Director of Equities
    Karen Spinello
    Receptionist, Administrative Assistant
    John Trentacoste
    Director of Fixed Income
    Todd Artwell
    Fixed Income Senior Strategy Manager
    Brett Boyer
    Junior Equity Analyst
    Billy Cooper
    Investment Management Planner
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  • “We never forget that it is your money we are managing, and we never forget how important that money is to you to live happily in retirement, to pass on to your heirs, or to leave to their heirs.  We approach each and every decision we make in our client portfolios with this in mind—with your interest in mind, first and foremost.”

    - Craig Cairns

    “Howe & Rusling prides itself on providing careful, personalized investment management.  We take the initiative to meet and talk with our clients to make sure we both are focused on the same objectives, and our clients understand the techniques we are using to achieve their objectives.”

    - Casey Ryan

    “When our clients are experiencing a significant life event or transition, we’re right by their side to help them through what can be an unknown or even daunting process. Our clients rely on our longstanding, trusted relationship, and we are committed to relieving any of the burden that we can, especially in difficult times.”

    - Mary Lisa Sisson

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  • LATEST NEWS

    15

    Jan

    Q4 2018 Equity Market: Happy New Year!

    And good riddance to what turned out to be a very difficult year for the markets and investors. There was essentially...

    15

    Jan

    Q4 2018 Bond Market: Fourth Quarter Overview

    What a way to end a year. As the third quarter was ending, it seemed everyone was expecting yields to continue the slow...

    12

    Oct

    Q3 2018 Bond Market: Third Quarter Overview

    Finishing the third quarter, we can all look back and remember it has been ten years since the financial crisis and the...

© 2017 Howe and Rusling, Inc.

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