(650) 579-7100 Home Philosophy Who We Are Blog Resources Client Login Contact Who We Are We believe the best way to build a solid financial plan for the future is by developing a long-term relationship with you today. LEARN MORE 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® Services 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. LEARN MORE Have a Question Name Email Phone Question CLICK HERE TO ACCESS FORM ADV PART 2A CLICK HERE TO ACCESS FORM CRS (CLIENT RELATIONSHIP SUMMARY) Contact Emery Howard Office: (650) 579-7100 Fax: (650) 579-7313 333 Lorton Avenue Burlingame, CA 94010 info@emeryhoward.com The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Disclosures & Disclaimers | Privacy Policy