Clients First

Clients First

At KilterHowling we put client interests first in everything we do.   We are partners with our clients, fiduciaries by choice, and wouldn’t do this business any other way.

  • Custody:  your assets are safeguarded by industry leading third party custodians
  • Low Asset-based Fees:  our platform is built to achieve scale so we can pass on lower fees
  • Liquid:  we design liquid portfolios to suit our clients goals – your money is available when you need it
  • Transparent:  you can see your portfolio holdings any day, any time
  • Tax:  we are proactive about managing after tax results for our clients
  • Online Document Storage:  everything we do is in the cloud so you have access to your documents anytime
  • Performance Reporting:  provides the framework for understanding your investment results

KilterHowling is the home for your financial life.