Employee Benefit Services Pennsylvania: Howell, Inc.
 
 
 
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investments

Separately Managed Accounts
Separate accounts are customized portfolios of stocks, bonds and other investments that can be closely tailored to meet well-defined objectives for growth, safety, tax efficiency, or income. Sophisticated investors use separate accounts because of their customization, adaptability, consistency of management style, tax efficiency and transparency.  Achieving the right balance of risk and reward involves both art and science.  By carefully assessing client needs, asset allocation, equity preferences, and risk management, an effective solution can be devised.

For professional consultation, contact Bryan Boyle.

Mutual Funds
Open-end investment companies or mutual funds issue shares to the public.  They use the cash proceeds to acquire a portfolio of investment securities, which is managed by fee-paid professional money managers.  Purchasers of investment company shares are acquiring a share of an investment pool with the objective of generating profit through portfolio income and capital growth. Investment companies offer the opportunity for even the smallest of investors to achieve a broad diversification of investment securities—an option not otherwise feasible with limited funds available for investment.

The mutual fund industry is extremely large with thousands of different funds available for investment.  Different funds have differing investment objectives and invest in differing types of portfolio securities.

For professional consultation, contact Bryan Boyle.

Brokerage CDs
For professional consultation, contact Bryan Boyle.
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The aforementioned material is a product and service listing and is not
intended to be an offer for the sale of securities. Securities products are offered by prospectus only.

Bryan Boyle is a registered representative and investment advisor representative of and offers securities and investment advisory services through Tower Square Securities, Inc. (TSS) Member FINRA/SIPC. Howell Benefit Services is a separate entity from TSS.

Please note that the information being provided is strictly a courtesy. When you link to any of the websites provided, you are leaving this site, Howell makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of a third-party site.