Institutions looking for more.

Nearly one-third of Howe & Rusling’s assets under management is made up of institutional assets. These clients range from non-profit organizations to insurance companies to small corporations.

Our institutional clients like that we are large enough to have access to sophisticated research, software, and management systems, but we are small enough that every client is a very important relationship to us, and we treat our clients as such, whether institutions or individuals. Our clients tend to come to us looking for more—more guidance, more attention, more care than what they’ve been receiving from their current manager, broker, or bank.

Assisting institutions in meeting their performance objectives is just a small part in the overall relationship. ​When we establish a new institutional relationship, we take the time to get to know key leaders and board members and familiarize ourselves with the organization’s values and goals. We treat our institutional clients the same way we treat our individual clients: with care, with attention to detail, and with a thorough understanding of how important that money is to the individuals behind the institutional name. Just as asset allocation is a critical decision for individual clients, it is important here, as well. 

Within that asset allocation, we have dedicated equityfixed income, and ETF strategies, as well as the ability to explore other more unique solutions an institution may be intrigued by (alternative investments, for example).

It is of utmost importance to us that the investment objectives align with an organization’s goals and cash flow needs. ​And, it is of continued importance that we communicate clearly with each other throughout every step of the relationship, as circumstances or needs change. This is true from a long-term and short-term perspective, helping to facilitate any cash needs for operating expenses on a day-to-day basis. 

Learn more about our work with non-profit organizations and insurance companies.

We’d love to hear
from you.

(585) 325-4140

120 east avenue, rochester, new york 14604