Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Solutions
Howland Capital is a privately owned SEC-registered investment advisory firm founded in 1967. Our team of seasoned investment professionals prioritizes client interests through customized wealth management solutions, including investment management, retirement planning, trust services, and ESG investing. With over 50 years of experience, we maintain a client-centric approach rooted in integrity, trust, and long-term relationships. Our collaborative culture emphasizes ethical standards, financial innovation, and tailored guidance for individuals, families, and foundations.Recognized as #7 on CNBC's 2025 Top 100 Financial Advisor List, we empower clients to align financial goals with personal values while navigating complex market dynamics. Our expertise extends to tax-sensitive strategies, philanthropic advisory services, and multi-generational wealth planning, ensuring comprehensive support for diverse financial needs.
Services
Investment Management
Retirement Planning
Trust Services
Philanthropic Advisory
ESG Investing
Details
- Year established: 1967
Highlights and features
- We offer 50+ years of experience in client-first wealth management.
- Our team provides customized investment strategies aligned with personal values.
- We integrate tax-sensitive and ESG-focused financial planning solutions.
- Recognized as #7 on CNBC's 2025 Top 100 Financial Advisor List.
- Comprehensive services spanning trust management, retirement planning, and philanthropy.
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Management
Our investment management service creates customized portfolios aligned with client goals, risk tolerance, and time horizons. We employ a team-based approach with tax-sensitive strategies, ongoing monitoring, and quarterly performance reporting. Our disciplined process focuses on long-term growth while adapting to evolving financial needs and market conditions.
Trust Services
As independent trustees, we manage trust assets with expertise in estate planning, annual accounting, and beneficiary support. Our services include trust administration, document preparation, and collaboration with legal advisors to ensure compliance with client wishes and regulatory requirements.
Retirement Planning
We develop personalized retirement strategies covering IRA management, tax-efficient withdrawals, and Social Security optimization. Our guidance addresses pre-retirement savings, income planning, and longevity risk mitigation through comprehensive financial roadmaps tailored to individual circumstances.
Philanthropic Advisory
Our philanthropy team offers grant management, foundation administration, and multi-generational giving strategies. We help clients establish charitable trusts, evaluate grant opportunities, and implement legacy-focused donation plans that align with family values and community impact goals.
ESG Investing
We integrate environmental, social, and governance factors into investment decisions through dedicated ESG portfolios. Our approach combines proprietary research with client values assessments to create impact-driven strategies that maintain financial performance standards.
People
Peter Dixon
Chief Investment Officer, Partner & Portfolio Manager
Peter Dixon leads investment strategy with decades of experience in portfolio management and market analysis. He oversees asset allocation and client portfolio construction while maintaining a focus on long-term value creation.
Kate Grundy
Vice President of Foundation Services
Kate Grundy directs philanthropic advisory services, specializing in foundation management and multi-generational charitable giving. She brings expertise in grant administration and community impact strategies for family foundations.
Carolyn Beatty
Co-Chair of the Tax Department
Carolyn Beatty leads tax planning and compliance services, specializing in trust returns and estate-related tax strategies. Her team provides integrated tax solutions aligned with investment management objectives.
Lexi Gibbs
Partner & Portfolio Manager
Lexi Gibbs focuses on women's wealth management, addressing unique financial challenges through life events planning and divorce financial strategies. She combines investment expertise with financial education initiatives.
Questions
What investment management services do you offer?
We provide customized wealth management solutions with tax-sensitive strategies, portfolio construction, and long-term investment planning tailored to client goals.
How do you approach retirement planning?
Our retirement planning includes IRA projections, tax-efficient strategies, and personalized roadmaps considering your income, lifestyle, and long-term objectives.
Do you offer trust and estate planning services?
Yes, we serve as independent trustees, manage trust assets, and collaborate with attorneys to create comprehensive estate plans.
Can I integrate ESG principles into my portfolio?
We offer dedicated ESG investing options to align your portfolio with environmental, social, and governance values.
What philanthropic advisory services are available?
We support family foundations and charitable organizations with grant management, multi-generational giving strategies, and impact-focused philanthropy.
