• 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

    Brett Winnefeld
    Vice President, Director of Equity Research
    Ryan Tomko
    Relationship Manager
    Nancy Sutton
    Client Service Manager
    Mary Lisa Sisson
    Vice President, Director of Client Services
    Tom Sauer
    Equity Analyst
    Casey Ryan
    Vice President, Senior Portfolio Manager
    Vince Russo
    Vice President, Director of Fixed Income Research
    Sarah Swan
    Vice President, Client Experience
    Elizabeth Perry
    Portfolio Operations Manager
    Ben McCubbin
    Fixed Income Associate
    Emily Lambert
    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
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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

    13

    Apr

    Q1 2018 Bond Market Newsletter: 1st Quarter Overview

    PDF version here By now, everyone should be reacquainted with the term volatility. For the first month of the quarter, it...

    13

    Apr

    Q1 2018 Equity Market Newsletter: Out of Hibernation?

    PDF version here As we finally say goodbye to winter in Rochester, will we welcome back the bear after a long, long...

    12

    Oct

    First Quarter 2017 Newsletter

    This year’s opening quarter saw gains across most indices, even globally. The S&P 500 Index finished the quarter up just...

© 2017 Howe and Rusling, Inc.

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