Welcome to M.S. Howells & Co.

Prime Brokerage Marketing Material

Welcome to M.S. Howells & Co! We are committed to offering an individualized, professional experience whose focus is on your personal success. We are passionate about what we do and offer over 20 years of experience in the industry.

Welcome to M.S. Howells & Co.

Welcome to M.S. Howells & Co! We are committed to offering an individualized, professional experience whose focus is on your personal success. We are passionate about what we do and offer over 20 years of experience in the industry.

Marketing Material

PRIME BROKERAGE SERVICES

M.S. Howells & Co. Prime Brokerage Services
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M.S. Howells & Co.  'Prime Brokerage Platform' and a logo featuring an orange and tan geometric design.

PRIME BROKERAGE PLATFORM ONE PAGE SUMMARY

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A man in a business suit walking past a building with large glass windows. The interior includes potted plants, chairs, a reception desk, and a sign that reads '1 Carey Lane.'

COSTS ASSOCIATED WITH ONSHORE HEDGE FUND

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Next Steps

Please complete the Asset Review Workbook and Advisor Profile for detailed discussions regarding your transition. If you have questions, please contact Katrina Santa Maria at kat@mshowells.com or call (480) 563-2016.

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Portfolio Management Software and Solutions for Hedge Fund managers.

Cover image for PortfolioShop, showing tall modern skyscrapers from below, with the logo and text 'PORTFOLIOSHOP Tools for Investment Professionals' in the center.

FIX Q OVERVIEW

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Banner for Portfolio Shop promoting ReconAdvantage, a customizable web-based portfolio accounting solution, with a background featuring a target and arrows.

FIX Q RECONADVANTAGE

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A promotional banner for PortfolioShop, a portfolio management software, with a city skyline in the background and descriptive text

FIX Q SAMPLE REPORTS

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BNY Mellon's Pershing is the industry's largest provider of clearing and settlement solutions.

Diagram comparing brokerage custody and bank custody of client assets, showing distribution and protection measures.

PERSHING LLC (BNY MELLON)

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Transition Made Easy

With over 20 years of experience, we know the keys to a smooth transition. Our professionals have the expertise, contacts, and strategic partnerships required to make the process seamless and successful. Services are tailored to fit your unique situation. A successful transition requires excellent communication and a detailed plan. With your input, we manage your transition through a methodical step-by-step process that starts six weeks before your transition date. We stand as a partner, providing guidance and support during and after this major significant change. We help train your assistants and offer continuous support so that you can be up and running as quickly and efficiently as possible. Our mission is to build a long-term relationship where the common goal is your success.

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