William Howard & Co. Financial Advisors Inc.
William Howard & Co. Financial Advisors, Inc., established in 1984, is an independent, fee-only investment advisory and financial planning firm headquartered in Memphis, Tennessee. The firm specializes in providing tailored advisory services to individuals, professionals, business owners, and retirees across the United States. With approximately 7 employees, William Howard & Co. is led by President William B. Howard, Jr., and builds long-term client relationships based on honesty, trust, and a fiduciary commitment. Their comprehensive services include financial planning, portfolio management, and educational seminars designed to help clients achieve and maintain financial well-being.
Investment Strategy
William Howard & Co. Financial Advisors, Inc. employs a disciplined, personalized approach to investment management and financial planning. The firm develops custom portfolio management strategies, comprehensive financial plans, and long-term investment solutions tailored to each client's unique goals and circumstances. Their strategy emphasizes client education, regular evaluation, and adapting plans as clients' needs evolve. As a fee-only, fiduciary advisor, they avoid commissions and maintain objective, client-centric recommendations to ensure alignment with clients' best interests.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 23.45% | $27.6M | 41,173 | $524.88 | $669.30 | +$634.0K |
I IEF | ISHARES TR | 10.88% | $12.8M | 132,528 | $93.53 | $96.46 | -$431.8K |
I IWM | ISHARES TR | 9.78% | $11.5M | 47,496 | $208.56 | $241.96 | +$1.1M |
I ICF | ISHARES TR | 8.38% | $9.8M | 159,756 | $56.89 | $61.62 | +$46.6K |
I IWV | ISHARES TR | 4.62% | $5.4M | 14,320 | $299.54 | $378.94 | +$152.7K |