Investment Management since 1930
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Billion Dollars Under Management
Years in Business
Average Manager Years of Experience
Longest Relationship in Years
Our 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… Learn 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… Learn 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… Learn More
Alternatives
Alternative investments have a tendency to polarize advisors. Some believe that they are a panacea for diversification, risk management and return enhancement. … Learn 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… Learn More
Equity
Howe & Rusling has developed a comprehensive approach to equity management utilizing a combination of top-down economic research, proprietary quantitative modeling, and… Learn 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… Learn 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. … Learn 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… Learn More
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Here’s what’s new.
Will the New LIBOR Replacement Please Stand Up: Introducing SOFR, The Fed’s Recommended Alternative
The London Interbank Offered Rate (LIBOR) began when banks realized they needed a consistent benchmark to reflect the cost to borrow on an unsecured basis in “wholesale” markets, for bank-to-bank services. Today LIBOR is the most widely used interest rate benchmark in...
A Quick and Dirty Primer on Chaos Theory
“If the flap of a butterfly’s wings can be instrumental in generating a tornado, it can equally well be instrumental in preventing a tornado.” -Edward Lorenz Interesting to consider, no? Pop culture is very familiar with the adage about a butterfly’s wings flapping in...
A Guide to Social Security
PART I: WHAT IS SOCIAL SECURITY AND HOW DOES IT WORK? Established in 1935 by President Franklin D. Roosevelt’s New Deal, Social Security is a comprehensive federal program designed to provide American workers and their dependents retirement income, disability income,...