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Howe & Rusling Inc.
Howe & Rusling, Inc. is a full-service, employee-owned wealth management and investment advisory firm headquartered in Rochester, NY, with additional offices in Syracuse, NY, Boise, ID, and Colorado Springs, CO. The firm was originally founded in 1930 by Winthrop Howe, joined by Lee Rusling in 1940 to form its current incarnation, making it one of the nation's oldest investment counsel firms. Howe & Rusling is woman- and veteran-owned, has approximately 25 employees, and serves individuals, families, and institutions across the U.S., providing integrated wealth management, investment management, financial planning, estate planning, and tax strategy services.
Investment Strategy
Howe & Rusling practices a holistic, data-driven investment management approach tailored to each client's needs and goals. The firm blends in-depth research and sophisticated technology to design personalized investment portfolios, integrating financial planning, estate strategies, and tax efficiencies. As a registered investment adviser and fiduciary, Howe & Rusling prioritizes client interests while striving for long-term, diversified growth, emphasizing transparency, comprehensive risk management, and financial literacy.
Latest 13F Filing Activity
Howe & Rusling Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 464 equity positions with a total 13F market value of $1B. The fund increased holdings in Broadcom Inc., Ishares TR, Vanguard Index FDS among other positions. Howe & Rusling Inc. reduced exposure to Vanguard Scottsdale FDS, Vanguard Scottsdale FDS, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (464)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 4.24% | $57.4M | 188,957 | $214.04 | $303.93 | +$13.1M |
J JPM | JPMORGAN CHASE & CO. | 3.93% | $53.2M | 183,468 | $110.11 | $289.91 | +$8.0M |
A AVGO | BROADCOM INC | 3.83% | $51.9M | 188,256 | $66.51 | $275.65 | +$22.0M |
I IUSG | ISHARES TR | 3.55% | $48.0M | 319,095 | $107.86 | $150.40 | +$14.4M |
I IVV | ISHARES TR | 3.48% | $47.1M | 75,888 | $437.07 | $620.90 | +$11.1M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Chief Investment Officer | NY , United States | |
 | Partner | Rochester, NY , United States | |
M Mark Thompson | Senior Equity Analyst | Rochester, NY , United States |
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