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- Registered investment advisor, headquartered in Rochester, NY.
- Professional staff with excellent credentials and extensive investment background.
- Large enough to operate efficiently, apply in-depth research and support sophisticated technologies.
- Small enough to ensure close client relationships.
STAFF
- All key members of management have extensive investment backgrounds
- Portfolio managers average more than 20 years of experience
CLIENTS SERVED
- High net worth individuals ' both taxable accounts and retirement portfolios
- Self-Insurance Trusts
- Corporations ' both corporate monies and retirement plans
- Not-for-profit organizations ' endowments, colleges, churches
PRIMARY
SERVICES
- Equity
Management (Large-Cap Growth style managed in-house,
supplemented with ETF's to provide Mid-Cap, Small-Cap,
and international exposure.)
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Equity Management (Income Oriented Portfolio)
- Fixed
Income Management (Diversified Intermediate style)
- Equity
Management ETF Portfolio
- Manager
of Managers (Multi-Asset Class)
ANCILLARY SERVICES
VALUE
PROPOSITION
H&R
offers professional investment management to a variety
of clients. A thorough evaluation
is done for all new clients, which insures that H&R
is aligned with every client's situation and goals.
All accounts are individually managed to meet specific
client needs and requirements. H&R maintains a constant,
two-way flow of communication, and acts promptly and proactively
to changes as they occur to ensure the direction stays
on track to achieve the client's long-term goals.
DIFFERENTIATING
FACTORS
- Providing
professional investment management services for over
75 years
- Over
25 years' average investment experience of professional
staff (all with CFA or MBA)
- Exceptional
level of client service
- Time-tested
investment programs including large cap, mid-cap
and fixed income management, to be used separately or
in combination (depending on the client's needs)
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Email:msisson@howeandrusling.com
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