Overview
Firm Description
Howland Capital Management LLC was founded as Blackstone Management
Corporation in 1967. The name of the firm was changed to Howland Capital
Management, Inc. in 1994. In 2012, the firm was restructured under the same
ownership and management and is now Howland Capital Management LLC.
Howland Capital Management LLC is owned by its partners (i.e. members), none of
whom owns more than 25%.
Howland Capital Management LLC (HCM) provides personalized, confidential
investment management to various types of clients and invests in publicly and
privately traded securities.
HCM generally provides investment advice to:
Individuals and families
Revocable and irrevocable trusts
Retirement and pension accounts
Custodian accounts and education trusts
Foundations and charitable organizations
Endowments for non-profits
Estates
Types of Advisory Services
Howland Capital manages client accounts on a separate account basis.
HCM’s advisory services vary depending on the needs, objectives, risk tolerance,
time horizon and other preferences of the client. Services include:
Determination of financial objectives
Identification of financial obstacles
Investment management
Financial planning
Estate planning
Private trustee services
Cash flow management
Tax planning
Tax advice and tax return preparation & filing
Insurance review
Education funding
Charitable planning
Environmental Social Governance (ESG) investing
Once a prospective client signs an Investment Advisory Agreement and becomes a
client, the account opening process begins. As part of the account opening process,
the manager’s team develops an in-depth knowledge of the client’s financial
situation, which is reflected in the Investment Policy Statement (IPS).
As of December 31, 2023, HCM managed $2,776,205,185 on a discretionary basis.
Tailored Relationships
HCM tailors each client account or set of accounts to the goals and objectives of
each client. These goals and objectives are documented in each client’s IPS. The IPS
also drives the investment program, which takes into account a client’s tax situation,
risk tolerance, time horizon, estate plan, security and asset preferences and
restrictions, and other relevant items. As goals and objectives change over time,
recommendations are made and implemented on an ongoing basis.