Registered Investment Advisor Platform


Comprehensive

Registered Investment Advisors that actively manage their clients’ accounts require a firm that understands their institutional needs. M.S. Howells & Co. has been providing tailored institutional services to hedge funds since 2001 and is well equipped to meet the needs of high-end institutional money managers. Through our RIA platform you gain access to the same powerful tools used by our institutional clients.

There are many advantages a relationship with M.S. Howells & Co. can bring to you and your firm.

  • Extensive trade execution capabilities
  • Competitive commission rates
  • Proprietary market strategy
  • Efficient clearing and operations
  • Comprehensive portfolio reporting
  • Exceptional Customer Service

Services for Existing RIA Firms

Let M.S. Howells & Co. leverage your time and improve your operational efficiency, allowing you to focus on what you do best – managing money and building client relationships. Whether you need trading, market strategy, reporting, or a full suite of sophisticated prime brokerage services, at M.S. Howells & Co. you get the attention you deserve. We anticipate your needs and take initiative on your behalf so you can focus on growing your business. Let us provide the institutional services you need, so you can accelerate your growth and advance your practice.


The MSH Advantage

Are you paying too much for your Registered Investment Advisor (RIA) platform? Lost in a call center maze? Not getting the personal attention you need? M.S. Howells & Co. can provide you with the high quality institutional services and personalized attention you deserve through our mshPrime platform.

The mshPrime platform offers:

  • Extensive trade execution capabilities
  • Competitive pricing for discretionary portfolio managers with an active management style
  • Timely and actionable proprietary Market Strategy for Prime Brokerage and DVP customers
  • Multi-Custodian portfolio reporting that is comprehensive, fast, and easy to use
  • Multiple clearing relationships and efficient operations
  • Exceptional Customer Service

Use the whole platform or select the services that fit your needs.


Start A New RIA Firm

Whether you’re ready to start a new Registered Investment Advisor (RIA) firm or still contemplating if it is the right move for you, M.S. Howells & Co. can assist with the process. We’ll provide you with input based on our institutional expertise and can connect you to an established network of professional relationships for assistance in other areas. Whether you need legal advice, outsourced compliance, third party administrators, accounting services, or office space, all our referrals are known to us personally and have a track record of outstanding service.

M.S. Howells & Co. also has extensive experience designing and maintaining fast, reliable networks, geared for the specific needs of money managers. Our IT team stands ready to help our clients select, acquire, manage, and maintain an optimal mix of technologies to grow and support their businesses and effectively deal with any issue.