HOWLAND ADVISORY CORPORATION

Overview

Howland Advisory Corporation is an independent, individual-owned Registered Investment Adviser serving primarily individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers when clients need access to specialist managers. Fee arrangements include a percentage of assets under management as well as hourly and fixed-price engagements, which supports both ongoing investment relationships and project-based planning work. Investment activity is tilted toward publicly traded equities but the firm also acts as a capital allocator, placing client capital with third-party managers for alternative strategies. With a small client base, Howland Advisory can build concentrated, customized equity exposures and supplement them with external private credit allocations and insurance solutions where appropriate. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices