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M.S. Howells & Co.

“Our goal is to raise the profile and attract assets under management for talented investment firms.”



You gain instant access to the right investors in the verticals that make the most sense for your strategy. Our proactive marketing process allows you to better manage your time, meet new clients, and focus on investing while we maintain relationships. 4Peaks is a division of MS Howells & Co., a FINRA member firm. In addition, we are a member of the Third Party Marketers Association, adhering to their principles and best practices set forth for our profession. Learn more at www.3pm.org


We offer in-depth and detailed knowledge of unique investment management firms not offered by traditional intermediaries with the objective view of an outside professional. All managers are fully vetted through our due diligence process and our firm policies. Investors use us as a resource for manager searches and industry trends since we speak to hundreds of managers on a regular basis. Our goal is to become an effective tool for investors in the inefficient world of sourcing high-quality investment managers.


  • 4Peaks in New York City
    May 4th-5th
    Follow Up
  • 4Peaks in Las Vegas
    May 6th-8th
    Follow Up
  • 4Peaks in Dallas, TX
    March 23rd-25th
    Follow Up
  • 4Peaks Diron Tappin on
    Why You Can’t Completely Outsource Marketing
    Read the Article
  • 4Peaks in Dallas, TX
    March 23rd-25th
    Follow Up
  • 4Peaks in Miami, FL Week of November 10th
  • 4Peaks thoughts on the JOBS Act at theHedge.com
    Read the Article
  • 4Peaks at Hedgeopolis New York November 3-4th [Info Here}(http://www.hedgeopolis.com/)
  • 4Peaks at St. Regis in Monarch Beach, CA
    Context Summit
    September 29th-October 1st
    Follow Up
  • 4Peaks in Newport, RI
    Great Seeing Everyone
    Follow Up
  • Las Vegas
    May 13th-16th
    With R&D Capital
    Follow Up
  • 4Peaks with Waypoint Asset Management, LLC in Miami, FL
    Context Summit & Investor Meetings Follow Up With Us
  • 4Peaks in Los Angeles, CA
    E&Y Symposium, Client Meetings
    January 14th-16th
    Follow Up
  • 4Peaks in Miami, FL
    Context Summit
    January 29th-31st
    Meet Us
  • 4Peaks at Opal Family Office Conference - Napa, CA
    October 22nd-25th
    Follow Up
  • 4Peaks in New York
    New Manager Launch &
    Meeting With Investors Sept.16th-19th

Lighter Side

Learn More


Joe Downs, Managing Director

Joe Downs

“Mean Joe” Downs joined 4Peaks Capital in February of 2013. Based in San Francisco, Joe brings over 12 years of institutional sales experience to the team.


Joe began his career in 1999 at SoundView Technology Group. At age 23 he was promoted to Vice President, the youngest in the history of the firm. He was one of the leading producers in the West Coast office upon his departure in 2003 when he left to help start American Technology Research.

As a Managing Director and senior partner at AmTech, Joe was the #1 ranked salesperson for several years. In his 8 year tenure he helped build the firm from the ground up, to a $30 million revenue run rate before the firm was ultimately sold.

He holds series 7, 24, and 63 licenses.


  • BBA in Finance: The College of William and Mary in Williamsburg, VA.
  • Division 1 Gymnast, USAG Collegiate All-American, team captain, and ranks 3rd in the school’s all-time all-around records.


  • Hedge Fund Association (www.theHFA.org)
  • Hedge Funds Care/Help For Children – West Coast Committee
  • California Hedge Fund Association (CHFA)
  • Sohn Conference San Francisco, Volunteer
  • Third Party Marketers Association (www.3pm.org), Member
  • Bay Area Hedge Fund Roundtable, SF Hedge Fund Networking, Bay Area Financial Entrepreneurs


Born in Syracuse, NY, Joe is the oldest of 5 brothers who all start with the letter “J”. He enjoys snowboarding, although has still yet to successfully land a jump. He’s also an avid golfer and holds high-scoring records at several Bay Area golf courses. Other activities include softball, fishing, piano playing, riding a Harley, and embracing a “work hard, play hard, date hardly” approach to life.

M.S. Howells & Co.

M.S. Howells & Co.

4Peaks is a wholly owned subsidiary of M.S. Howells & Co. Located in Scottsdale, Arizona, M.S. Howells & Co. has a fully disclosed clearing arrangement with Pershing LLC, a BNY Mellon company. This relationship allows us to extend the benefits of a respected institutional firm to customers while at the same time maintaining a highly personalized standard of customer service.

Prime Brokerage - A full range of services, back office, trading and operations support, including portfolio reporting, real time P&L analysis, risk reporting and competitive pricing schedules.

Trading - Client dedicated institutional traders. Personalized trading and service solutions for institutional clients.

Fund Formation - MSH is noted for its hedge fund support, offering a highly competitive, cost and time effective platform for new hedge funds.

Registered Investment Advisors - A complete platform of reporting, risk analytics, and back office administration for traditional RIAs who actively manage their client’s accounts.

Learn more at MSHowells.com.