Myron Howie
Advisor at Casi Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Casi Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Casi Investments
Location
Baltimore, MD 21217
Credentials
Series 63, Series 65
Industry experience
19 years
Myron Howie is a financial advisor at Casi Investments with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Casi Institutional Consulting, Inc. since 2011 and Casi Investments since 1997. He is a principal of Casi, Inc., which includes Casi, Casi Foundation, and Casi Investments, organizations focused on strengthening churches and charitable organizations through long-term sustainability initiatives. Casi Investments primarily serves churches, charitable organizations, and individual clients by providing investment supervisory services, financial planning, tax preparation, and advisory engagements. The firm employs a core-and-satellite investment approach using passive index funds and ETFs combined with actively managed funds, with a focus on documented goals, ongoing monitoring, and global diversification.
Based on Casi Investments
Retainer Agreement annual fee of $1,000 (negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%
Hourly planning engagements and tax preparation billed at $150.00 per hour; follow-on implementation work billed at $150.00 per hour
Account minimum: $500.00 Minimum fee: Financial Planning Agreement minimum fee is $150.00 Fee-only: Financial planning fees, hourly charges, fixed fees, and retainer fees; no commissions received by CASI Investments
1425 Eutaw Place
Baltimore, MD 21217
Maryland
Casi Institutional Consulting, Inc.
2011 - Present (15 years)
Casi Investments (Howie Capital Management)
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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