Business Continuity Plan

To our Valued Clients and Trustees:

In a cooperative effort to keep our clients, employees, vendors (and families) safe, we have transitioned all of our employees to a fully remote workforce, effective immediately.  This means that our Portfolio Managers, Administrative Staff, and Trading/Operations Team are now working outside the office, but are fully reachable by phone and email.  Our Tax Professionals continue to prepare returns as we work towards the April 15th filing deadline. We have taken these steps as a precaution in accordance with best practices designed to minimize the spread of the COVID-19 virus.

We have a robust plan in place to continue to work with clients and each other to run all aspects of our business without interruption. Incoming phone calls to our main number at 617-357-9110 will be routed through our switchboard, and we ask you to use the automated prompts to reach individual extensions.

We are in regular communication with our custodian bank, National Advisors Trust Co., and do not anticipate any service disruptions. This means that cash remittances, distributions, check requests, deposits and trading will continue as usual.

If you are a tax client and have not yet returned documents needed to prepare your return, we ask that you submit these documents through our secure portal at https://howlandcapital.portal.tamaracinc.com as soon as possible. (Please email or call if you need help accessing the portal.)

While we are living through a time of heightened anxiety on many fronts, our commitment to serving our clients has not changed. We stand united as a firm to deliver the same trusted advice, service and investment management that has been a hallmark of Howland Capital for over fifty years.  Together, we will face the challenges ahead.

As always, please be in touch if we can help in any way.

More Insights

Company News

Howland Capital Firm Update 2024

We have always focused on providing the highest level of service through our investment, administrative, and tax advisory/prep teams, whose foremost objective is to be a dependable partner and fiduciary. We have continued building out our senior leaders' ranks to effectively manage our existing clients and prudently resource our future growth.
Read more

Company News

Celebrating Wanda Doles

We take pride in recognizing and honoring the invaluable contributions of our team members. Join us in congratulating Wanda Doles on her 10-year anniversary with our firm.
Read more

Up Next

Insights