Whether you’ve already decided to start a new Registered Investment Advisor (RIA) firm or are still contemplating if it is the right move for you, M.S. Howells & Co. can assist with the process. We’ll provide you with input based on our institutional expertise and can connect you to an established network of professional relationships for assistance in other areas. Whether you need legal advice, outsourced compliance, third party administrators, accounting services, or office space, all our referrals are known to us personally and have a track record of outstanding service.
M.S. Howells & Co. also has extensive experience designing and maintaining fast, reliable networks, geared for the specific needs of money managers. 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.
Call Kathy Maya to learn how we can help.