Creating an investment strategy custom tailored to the goals, risk tolerance, tax implications, and timeframe of you or your organization is essential for long term success.
This customized approach, coupled with continued stellar performance, has allowed Howe & Rusling to enjoy over many decades one of the highest client retention rates in the industry.
The following brief, confidential 3 page survey allows us to understand your investment needs so that we may effectively follow up with you and begin the process of crafting a customized investment management soultion.
Howe & Rusling has provided excellence in investment management to individuals, retirement plans and charitable organizations since 1930. Please describe the type of investment management services account you are interested in:
I am interested in investment management services pertaining to: Personal Asset Management (Stocks, Bonds, Cash Management) including IRA Institutional Asset Management (Pension, 401k, Endowment, Self-Insurance Trust Fund)
3. Institutional Asset Management * 6. Name of your organization : * 7. Approximate value of the portfolio : * 8. What types of accounts are of interest to your organization? : Endowment Corporate Pension Plan 401 K Self Insurance Trust Other (please specify) * 9. What form of initial contact would you prefer? By phone By email In person meeting at our Rochester, NY office In person meeting at other location Other (please specify) 10. Any questions you may have or further information you would like to share?
Thank you for your interest. Answering following questions below are not required, but will allow us to more effectively understand your investment needs. 3. Personal Asset Management * 11. Initial investment capital amount: < $500k $500k to $3 million > $3million * 12. What financial management services are you looking for? (Multiple answers acceptable) : Investment management Tax planning Income and cash flow planning Retirement panning Estate planning & wealth transfer Other (please specify) * 13. What form of initial contact would you prefer? By phone By email In person meeting at our Rochester, NY office In person meeting at other location Other (please specify) * 14. How do you currently receive investment advice: Insurance sales person Mutual fund sales person Stock broker Internet Investment Websites Financial planner Bank trust officer Investment manager Other (please specify) 15. Do you currently have an investment manager? Yes No 16. Any questions you may have or further information you would like to share?
