Located in the San Francisco Bay Area, Emery Howard focuses on strategic asset allocation, optimizing portfolios based on global diversification, return expectations and complementing asset classes. Each client's portfolio is constructed around equity and fixed-income investments utilizing exchange-traded funds, institutional class mutual funds and individual bonds.
Total AUM: $1.21B+
Years in Business: 18
Accounts Under Management: 1,735
Michael Howard, President
Frank Marinaro, Managing Director
333 Lorton Avenue, Burlingame, CA 94010