Case | HBS Case Collection | August 1996 (Revised October 1996)

Howard, Shea & Chan Asset Management (A)

by Benson P. Shapiro

Abstract

A medium-sized investment management firm is attempting to decide whether to try to grow, and if so, how. It is a complicated decision because the managing partner and her colleagues have significantly different views. This case provides the background on the industry, firm, and situation.

Keywords: Partners and Partnerships; Decision Making; Sales; Growth and Development Strategy; Financial Services Industry;

Citation:

Shapiro, Benson P. "Howard, Shea & Chan Asset Management (A)." Harvard Business School Case 597-021, August 1996. (Revised October 1996.)