Steven Michael MacNamara

Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their 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 their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis.

Provides securities brokerage services

MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management.

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Functions as a College/University

Functions as a College/University

Operates as a sports marketing agency

Wescott employs an open architecture, multi-manager (passive and active), tax-sensitive approach to manage various risk exposures in order to protect and grow their clients’ wealth. The firm combines time-tested, unique wealth management and investment philosophies with proprietary tools to help turn client’s financial complexity into personal clarity. They couple the active management of stock selection with a passive strategy approach, which allows them to control risk and enhance their ability to outperform benchmarks. Wescott diversifies their portfolios with regard to geography, asset class and style.

Provides investment advice