Emery Howard Portfolio Management

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.

History

Established in 1991.

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.

Meet the Business Owner

Michael H.

Business Owner

Mike is the President of Emery Howard Portfolio Management. He began his financial career in 1980 as a planner and investment analyst with Bechtel Investments. In 1986, Mike became the Manager of Personal Financial Planning for Ogilvie & Taylor, a private investment company in Palo Alto, CA. He has been quoted in The Wall Street Journal, The New York Times, Money Magazine and Fortune on various wealth management topics.

Mike is a member of the Financial Planning Association and has served on the Schwab Institutional Financial Advisory Board. He is a cycling enthusiast, a musician, and an active member of the California Waterfowl Association. He is also an avid supporter of The Good Tidings Foundation. Mike holds a BS degree in Finance from San Francisco State University, a MBA in Personal Financial Planning from Golden Gate University, and is a graduate of the U.C. Berkeley Personal Financial Planning program.