Simon Howe

Client Operations Associate at J.P. Marvel Investment Advisors - Boston, MA, US

Simon Howe's Contact Details
HQ
617-342-5600
Location
Walpole, Massachusetts
Company
J.P. Marvel Investment Advisors
Simon Howe's Company Details
J.P. Marvel Investment Advisors logo, J.P. Marvel Investment Advisors contact details

J.P. Marvel Investment Advisors

Boston, MA, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

J.P. Marvel Investment Advisors, Inc. is an investment management firm of seven professionals with a wealth of industry experience and skills. Our advisory group has provided customized financial asset management for high net worth individuals, foundations, endowments, and companies for more than ten years. Our professionals combine for more than 80 years of money management experience and 142 years of financial services experience. The staff is an efficient, cross-trained group of professionals whose responsibilities within the firm often overlap. J.P. Marvel Investment Advisors, Inc. manages a variety of account types including Individual, Joint, IRAs, Trusts, Corporations, and Estate accounts. Each account, or portfolio, is managed using one primary investment "style":   Equity: 70% or more of the portfolio is invested in equities Fixed Income: 70% or more of the portfolio is invested in fixed income (municipal or treasury bonds) Balanced: less than 70% of the portfolio is invested in equity and at least 10% of the portfolio is invested in fixed income   Each portfolio is held at the client's custodian of choice, and J.P. Marvel manages the portfolio.

financial planning investment management financial advisory private wealth management portfolio management equity research Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about J.P. Marvel Investment Advisors
Frequently Asked Questions about Simon Howe
Simon Howe currently works for J.P. Marvel Investment Advisors.
Simon Howe's role at J.P. Marvel Investment Advisors is Client Operations Associate.
Simon Howe's email address is ***@jpmarvel.com. To view Simon Howe's full email address, please signup to ConnectPlex.
Simon Howe works in the Investment Bank/Securities Brokerage industry.
Simon Howe's colleagues at J.P. Marvel Investment Advisors are Connor Demore, Robert Stephenson, Kellee Middlebrooks, Joseph Patton, Joe Patton, Nicole Kiernan and others.
Simon Howe's phone number is 617-342-5600
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