1967

Weston Howland Jr. establishes Blackstone Management Company, the predecessor to Howland Capital Management.

1975

We begin working with individuals and families outside of the Howland family.

1991

We broaden our asset management capabilities with select new hires. We also start managing retirement accounts.

2000

We reach $500 million in assets under management through consolidation of client assets, referrals, market growth and strong investment performance.

2009

We expand our tax services to include personal trust, corporate, foundation and estate tax returns for our clients.

2013

To maintain our primary focus on clients’ needs, we commit to a corporate structure that will facilitate the transfer of ownership to the next generation of company leaders.

Today (and beyond)

We currently manage over $2.5 billion in assets, working with individuals, families, foundations and small institutions. We are a dedicated team of 35, including eight portfolio managers and seven tax professionals.