Emery Howard Portfolio Management

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333 Lorton Ave
Burlingame, CA 94010
+1 (650) 579-7100
http://emeryhoward.com

History

Emery Howard Portfolio Management has provided personalized timely investment advice and money management services to high net-worth clients since 1991. With over $1.0 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.

Specialties

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.

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Reviews

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5.01 reviews
Carolyn Z.
9/12/2024

We have used Emery Howard's services for over 50 years--originally with Doug Emery, and now for many years, Frank Marinaro. Their expertise has enabled us to increase our funds steadily through...

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