Jason Howell Company

Jason Howell Company provides discretionary investment management, comprehensive financial planning (beginning with an initial plan development process) and family office administrative services to individuals, high net worth clients and charitable organizations. The firm typically works with clients who meet a $1,000,000 investable-asset guideline and manages a concentrated client base through a two-advisor team.

The firm’s investment process combines fundamental analysis with a predominantly passive, core-and-satellite approach that emphasizes strategic asset allocation, periodic rebalancing and a value tilt informed by academic research. ESG considerations are integrated quantitatively (the brochure cites a 30-metric ESG factor), and the firm also offers access to alternatives and structured notes for suitable or accredited investors.

Compared with many peers, the firm regularly conducts fee-based educational seminars and workshops for companies and groups, an offering that the brochure notes is sometimes waived and is uncommon among similar advisors. It also provides tailored family office implementation and coordination with outside tax, legal and trust professionals, and its principals maintain academic teaching roles and advanced wealth- and ESG-related credentials, which is notable for a small, state-registered advisory practice.