Advanced Trading Capabilities

Full Service Trade Desk Services - M.S. Howells & Co. is not a market-maker in securities. Our seasoned traders act solely on an agency basis on behalf of our clients. We do not receive commissions from buy-side institutions for introducing and executing orders or for showing order flow, so our only incentive is to provide clients with the best execution. Working orders in an agency capacity enables us to provide anonymity for our clients. Learn More

Direct Market Access - M.S. Howells & Co. offers a variety of state-of-the-art trading tools to its mshPRIME customers. Products from InstaQuote and Neovest showcase the very best of Direct Market Access trading available today and provide the tools that today’s active money managers demand. Click here to learn more about the sophisticated trading tools available on your desktop. Learn More

Flexible Fee Structure - M.S. Howells & Co. has designed a flexible fee structure based on how Registered Investment Advisors bill their clients. Choose an institutional fee structure based on shares traded or a traditional allocation fee (ticket charge).

Institutional Commission Rates and Low-Cost Trade Allocations - The mshPRIME platform offers competitive pricing for Registered Investment Advisors with an active management style. Please contact Kathy Maya at 480.563.2017 to learn more about our pricing model.

Proprietary Market Strategy

Proprietary Market Strategy - M.S. Howells & Co. provides proprietary market strategy to money managers designed to help capture returns in the current market. Our Chief Market Strategist, Michael Johnson, uses his background in credit strategy, derivatives, and equity analysis to identify actionable opportunities across the capital structure. Through his analysis of the corporate, ABS, MBS, and CDS credit markets, Michael is able to highlight trading and arbitrage opportunities within the equity and fixed income markets. This approach led him to change his bearish stance on 2/26/09 when he wrote a piece for our clients entitled “We Have Found the Bottom”, calling for a bullish turn in the market led by bank securities. Clients receive reports and intra-day commentary from Michael, and he is available for conference calls and office visits as well. Learn More

Please call Brian McClive at 480.563.2000 if you are interested in receiving our proprietary Market Strategy.

Soft Dollar Program - M.S. Howells & Co. enables money managers to utilize soft dollar arrangements to finance expenses that benefit their managed accounts. More information is available upon request.

Portfolio Statistical Analysis - Through mshPRIME's risk analysis tool, money managers can build an in-house custom risk management program for their separately managed accounts. Optimizations and simulations over flexible data sets can be run to gauge the risk/reward of your holdings. The full on-demand library of quantitative tools within the mshPRIME risk tool enables thorough exposure analysis. Users can generate dynamic VaR, beta, correlation, and more.

Portfolio Rebalancing - Tools for portfolio rebalancing and modeling are available on the mshPRIME platform so money managers can identify when a portfolio’s actual asset allocation has deviated from its target asset allocation and make adjustments accordingly.

Efficient Clearing and Operations

Comprehensive Portfolio Reporting - The mshPRIME platform focuses on providing its users with operational efficiency, utilizing a robust set of reporting tools. mshPRIME is a secure web-enabled platform that can be accessed from any internet connection on any computer operating system. The cutting edge technology used on the mshPRIME platform enables Registered Investment Advisors to run comprehensive reports quickly and easily and allows for multi-custodian portfolio reporting with the same ease and accuracy as single custodian portfolio reporting. mshPRIME provides for a single, consolidated view of all financial assets, regardless of where they are held.

Superior Back-Office & Administrative Support - M.S. Howells & Co. simplifies and streamlines your day-to-day operations and alleviates administrative issues by serving as the liaison between your Registered Investment Advisor firm and the custodian. Our high level of service allows you to concentrate on portfolio performance instead of operational issues.

Exceptional Customer Service

Exceptional Customer Service - Tired of being lost in a call center maze with your current provider, not knowing who can help you or how to reach them? At M.S. Howells & Co., you get the attention you deserve. Every client is important to us and we pride ourselves on our rapid response customer service. There is no need to make multiple calls to get issues resolved – just contact us and we’ll handle the rest. We anticipate your operational needs and work behind the scenes to make sure everything runs smoothly for you and your clients.

RIA Transition Services - Contemplating changing providers or starting a new Registered Investment Advisor firm may seem overwhelming at first, but you don’t have to go through the process alone. Professionals at M.S. Howells & Co. have the expertise, contacts, and strategic partnerships required to make the process seamless and successful. M.S. Howells & Co. will provide you with a dedicated transition specialist who will assist you every step of the way during your transition. Services are tailored to fit each RIA’s unique situation.

Technology Assistance - M.S. Howells & Co. has extensive experience designing and maintaining fast, reliable networks, geared for the specific needs of money managers. The right systems improve scalability and increase operational efficiency. We frequently combine best-of-breed, third-party products and services with proprietary software and systems to create comprehensive technology solutions for our customers. Don't leave your business operations vulnerable to chance. The M.S. Howells & Co. I.T. team stands ready to help our clients select, acquire, manage, and maintain an optimal mix of technologies to grow and support their businesses and effectively deal with any issue.

Referral Services - M.S. Howells has an established network of professional relationships. Whether you are starting a new Registered Investment Advisor firm or are already established and need legal advice, outsourced compliance, third party administrators, accounting services, or office space, we know someone who can help. All of our referrals are known to us personally and have a track record of outstanding service. Let us make an introduction. Contact Kathy Maya at 480.563.2017.