Founded on family. Built on trust.
Continuity
Thanks to the long time, hands-on dedication of our leaders, Howland Capital enjoys a unique level of stability across our firm, clients and staff. The succession of the firm is structured to pass on ownership to the next generation in a gradual, patient way that keeps our clients’ needs first.
Teamwork & Partnership
As a client you’ll get direct access to your primary and secondary portfolio managers. Behind the scenes, our entire firm is working to review and refine your portfolio to help you achieve your goals.
Integrity and Trust
Founded to manage the financial needs of one family, we continue to make sure that all of our clients get the utmost individual attention. This is the promise we make every day, from our firm to our clients.
Legacy & Innovation
Much has changed since we started the firm in 1967, but we have never settled for business as usual. We are always searching for new ideas, tools and opportunities to meet our clients’ evolving needs.
Independence
We are independent for a reason. Our focus is entirely on advancing the interests of our clients in highly personalized ways, without bias. We are not influenced by the latest sales and product pushes from the financial services industry.
A Substainable Life Plan
A sustainable plan is also a flexible one. We know your family and your needs are likely to grow over time. Finding the right financial fit is as much about being ready for life’s twists and turns as it is about applying the discipline to stay the course.
Family
Our firm began with the mission to serve the financial needs of one family. We bring that same level of dedication, care and expertise to every single client.
A Holistic Approach
Our team provides comprehensive, consolidated management of your financial affairs. From your primary and secondary managers to our tax specialists, to regular reviews of your portfolio by our full team of investment professionals, our entire firm works together to do what is best for you.
Philanthropy
Our team knows that serving our communities goes hand in hand with serving our clients. You will find Howland Capital employees volunteering, serving on the boards of non-profits, and giving back financially to support causes and institutions dedicated to the betterment of our community.
How We Work
These are frequently asked questions that can guide you further.
at Howland Capital?
That’s easy and can be done several ways. Feel free to click on the “Let's Start The Conversation” button below and someone will be in touch with you as soon as possible. Additionally, you can call our main telephone number at 617-357-9110 and speak directly to one of our staff about a time to meet.
We employ a team approach at Howland Capital. You will have a team of at least three working with you at all times. You will be supported by a primary manager, a secondary manager and a portfolio administrator at all times. If we are supporting you in the area of tax, add a tax manager to the support group.
Can I do that on this website?
Yes, you can access your accounts right here. On the top right corner of the page, you will find “Client Login”. Choose either the Howland or Natco (our custodian) link. You will be directed to a window that allows you to login as you normally do. Once logged into either HCM or Natco, you will be able to download quarterly statements and access the same reports you are accustomed to getting from us.
Our office is located in the heart of the city's Financial District at 75 Federal Street in Boston. Located only a few minutes from South Station and the Red, Orange, Silver and Green MBTA lines, we are easily accessible by both public and private transportation. Parking is available at nearby Post Office Square garage at 0 Post Office Square. Directions to Howland Capital or to the Post Office Square garage can be obtained by clicking on the gray banner at the bottom of this page where you see “Directions”. Directions from all points are also provided here:
From Points North
From I-93 South, take Exit 23, bearing right off the exit onto Purchase Street. At the second light, make a right onto Pearl Street. After the second set of lights/Franklin Street intersection, the entrance to the Garage will be immediately on the left.
From Points South
From I-93 North, take Exit 23 (Government Center). Take immediate left off the exit onto John F. Fitzgerald Surface Rd/Purchase Street. Continue on Purchase Street. Take a right onto Pearl Street. After the second set of lights/Franklin Street intersection, the entrance to the Garage will be immediately on the left.
From Points West/Mass Pike (Interstate 90)
Follow the Massachusetts Turnpike (I-90 East) into Boston. Take Exit 24B to I-93 North to Exit 23, (Government Center). Take immediate left off the exit onto John F. Fitzgerald Surface Rd/Surface Road/Purchase Street. Continue on Purchase Street. Take a right onto Pearl Street. After the second set of lights/Franklin Street intersection, the entrance to the Garage will be immediately on the left.
From Logan Airport via Ted Williams Tunnel
Take the I-90 West/The Ted Williams Tunnel and take Exit 24 onto I-93 North. From I-93 North, take Exit 23 (Government Center). Take immediate left off the exit onto John F. Fitzgerald Surface Rd/Purchase Street. Continue on Purchase Street. Take a right onto Pearl Street. After the second set of lights/Franklin Street intersection, the entrance to the Garage will be immediately on the left.
Trusts where we serve as trustee
Howland Capital was founded
$2.2 billion
Assets Under Management
Accounts where we prepare tax returns