Who We Are Our Philosophy A Team of Caring Professionals Financial Resources

Personalized Service, Innovative Strategies

Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.8 billion in assets under management and located in the San Francisco Bay Area, Emery Howard understands and serves the entrepreneurial spirit that has fueled the innovation and explosive growth of Silicon Valley. We have extensive knowledge of complex financial issues and more importantly, a deep understanding of our clients, their needs, and how to help them achieve their financial goals.

"Our mission is to help individuals, businesses, and organizations achieve their financial goals through sound investment practices built around the tenets of experience, honesty, and integrity." - Michael K. Howard, CFP®


Our first priority is helping you take care of yourself and your family.
We want to learn more about your personal situation, identify your
dreams and goals, and understand your tolerance for risk. Long-term
relationships that encourage open and honest communication have
been the cornerstone of our foundation of success.

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1 As recognized by financial services industry media. See Important Disclosure Information about our Industry Recognition.