HOWE & RUSLING INC Overview
Howe & Rusling Inc is an investment advisor that manages 812.7 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 571MM in positions, representing 70% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/19. The fund's latest filing disclosed 571MM in positions, representing 70% of the manager's regulatory AUM.
HOWE & RUSLING INC StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
HOWE & RUSLING INC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 4.74% | Tech | 20.23% | 0.53% | 0 | 41% | ||
| GVI | 3.54% | ETF | 0.13% | -0.06% | 2 | 4% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
HOWE & RUSLING INC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Craig D. Cairns | President, Chairman And Chief Compliance Officer | March-2003 |
| Samuel R. King | Vice President | January-2002 |
| Robert J. Prorok | Vice President | January-2002 |
| Casey D. Ryan | Vice President | August-2004 |
| Vincent A. Russo | Vice President | August-2004 |
| Mary L. Sisson | Vice President | October-2006 |
| Brett L. Winnefeld | Vice President | October-2006 |
| Stefan K. Astheimer | Vice President | December-2012 |
| Kathleen E. Schwingel | Vice President | January-2010 |
| Martin J. Cournan | Shareholder | October-2006 |
| Kurt Gelke | Shareholder | October-2006 |
HOWE & RUSLING INC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HOWE & RUSLING INC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Howe & Rusling’s equity & ETF analysis is based on both “top-down” economic research which includes macroeconomic forecasts and geopolitical analysis, and on “bottom-up” fundamental research which generates investment ideas for individual securities based on our proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. Our top-down research helps determine our tactical, geographic, and sector weightings as well as our risk profile. Our bottom-up research identifies opportunities in stocks which may be undervalued, or whose growth seems overly discounted.
Once we have identified opportunities through our bottom-up analysis, we look at these opportunities within the context of the economic picture painted by our top-down research. We try to identify opportunities whose investment theses are aligned to our overall forecasts and then begin to investig...
Unlock Full Investment Process Description
A. Howe & Rusling’s equity & ETF analysis is based on both “top-down” economic research which includes macroeconomic forecasts and geopolitical analysis, and on “bottom-up” fundamental research which generates investment ideas for individual securities based on our proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. Our top-down research helps determine our tactical, geographic, and sector weightings as well as our risk profile. Our bottom-up research identifies opportunities in stocks which may be undervalued, or whose growth seems overly discounted.
Once we have identified opportunities through our bottom-up analysis, we look at these opportunities within the context of the economic picture painted by our top-down research. We try to identify opportunities whose investment theses are aligned to our overall forecasts and then begin to investig...
Unlock Full Investment Process Description
HOWE & RUSLING INC Portfolio Concentration
HOWE & RUSLING INC Location
120 EAST AVE
ROCHESTER, New York
UNITED STATES, 14604
ROCHESTER, New York
UNITED STATES, 14604
HOWE & RUSLING INC Contact Information
Phone Number: 585-325-4140
Fax Number: 585-325-7361
Website: http://www.howeandrusling.com
Fax Number: 585-325-7361
Website: http://www.howeandrusling.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here