Business Details
50+ Years
experience
Your Trusted Financial Partner in Boston
Founded in 1967, Howland Capital has built a legacy of trust and expertise in financial advisory services. Our team of seasoned professionals prioritizes client needs, offering tailored solutions in investment management, tax planning, retirement strategies, and ESG investing. With over 50 years of experience, we combine a team-based approach with rigorous analysis to deliver long-term value. Our commitment to integrity and innovation ensures clients receive strategic guidance aligned with their goals. We serve as independent trustees, tax advisors, and philanthropy consultants, emphasizing personalized service. Our culture fosters collaboration, accountability, and continuous improvement, reflecting our core values of independence and client-centricity. Headquartered in Boston, we manage $3.1 billion in assets, serving individuals and institutions nationwide.Our accolades include promotions of internal talent and recognition for risk management expertise. We maintain a disciplined investment process, focusing on high-quality holdings and tax-sensitive strategies. Client satisfaction drives our quarterly performance reporting and adaptive portfolio rebalancing. Through thought leadership and educational resources, we empower clients to navigate complex financial landscapes with confidence.
Services
Investment Management
Trust Services
Retirement Planning
Tax Planning
ESG Investing
Philanthropic Advisory
Portfolio Construction
Asset Allocation
Performance Reporting
Estate Planning
Details
- Year established: 1967
Highlights and features
- We offer 50+ years of experience in client-focused financial advisory services.
- Our team-based investment approach combines rigorous analysis with personalized strategies.
- We integrate ESG principles into portfolios while maintaining risk-adjusted returns.
- Our tax-sensitive strategies optimize client portfolios for long-term growth.
- We provide independent trustee services with a focus on estate planning continuity.
Services
Investment Management
Our investment management service tailors strategies to client goals, risk tolerance, and time horizons. We employ a team-based approach with rigorous research and disciplined portfolio construction. Quarterly performance reporting ensures alignment with evolving client objectives.
Trust Services
As independent trustees, we manage trust assets with prudence and objectivity. Our services include estate planning support, annual accounting, and continuity for multi-generational wealth preservation. We administer various trust structures with professional oversight.
Retirement Planning
We develop personalized retirement strategies considering tax efficiency, income needs, and estate goals. Our approach integrates IRA projections, distribution planning, and Social Security optimization to ensure financial security during retirement years.
Tax Planning
Our tax professionals collaborate with portfolio managers to create integrated tax strategies. Services include return preparation, estimated payment management, and planning to minimize tax liabilities while aligning with investment objectives.
ESG Investing
We offer customizable ESG portfolios that align investments with client values. Our approach combines proprietary research with ESG analysis to deliver competitive returns while addressing environmental, social, and governance priorities.
People
Peter Dixon
Chief Investment Officer, Partner & Portfolio Manager
Peter Dixon leads investment strategy with decades of experience in portfolio management. He oversees the investment committee and drives decision-making processes that emphasize long-term value creation for clients.
Faisal Butt
Partner, Director of Research
Faisal Butt, CFA, FRM, specializes in fundamental analysis and risk management. He mentors junior analysts and contributes to portfolio management through rigorous company evaluations and sector research.
Carolyn Beatty
Co-Chair of Tax Department
Carolyn Beatty leads tax strategy development with expertise in trust taxation and complex returns. She ensures tax-efficient investment approaches while managing the firm's tax compliance operations.
Sam Ober
Portfolio Manager
Sam Ober manages client portfolios after demonstrating analytical excellence as an intern. He focuses on equity research and identifies investment opportunities across multiple sectors for diversified client holdings.
Daniella MacRitchie
Chief Operating Officer
Daniella MacRitchie oversees operational strategy and firm infrastructure. She ensures efficient service delivery across investment management, trust administration, and client support functions.
Questions
What investment services do you offer?
We provide comprehensive investment management tailored to client goals, including portfolio construction, asset allocation, and ESG-integrated strategies with ongoing performance monitoring.
How do you approach retirement planning?
Our retirement planning considers tax efficiency, income needs, and estate goals through personalized strategies, IRA projections, and Social Security optimization for long-term financial security.
Can you help with tax-efficient investing?
Yes, our tax professionals collaborate with portfolio managers to create integrated strategies that minimize liabilities through tax-sensitive investment decisions and proactive planning.
Do you offer trust and estate services?
We serve as independent trustees, managing trust assets with professional oversight while providing estate planning support and multi-generational wealth preservation solutions.
What ESG investment options exist?
We offer customizable ESG portfolios combining proprietary research with sustainability analysis to deliver competitive returns aligned with environmental, social, and governance priorities.
How are portfolios monitored?
Portfolios undergo weekly team reviews, quarterly performance reporting, and adaptive rebalancing to maintain alignment with client objectives and market conditions.
