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 09/30/16. The fund's latest filing disclosed 464MM in positions, representing 57% of the manager's regulatory AUM.

HOWE & RUSLING INC StockAlpha

-5.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HOWE & RUSLING INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HD 2.76% Cons. Disc. 1.46% -0.01% 0 34%
AAPL 2.71% Tech -2.29% 0.01% 0 42%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

HOWE & RUSLING INC Portfolio Concentration

HOWE & RUSLING INC Location

120 EAST AVE
ROCHESTER, New York
UNITED STATES, 14604

HOWE & RUSLING INC Contact Information

Phone Number: 585-325-4140
Fax Number: 585-325-7361
Website:

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
Path B