Insurance Companies

Insurance companies face unique regulatory challenges with their investable assets. Lowery has demonstrated an ability to help clients understand the regulatory environment, the complex structure of their portfolios, and the investments that can be utilized in order to meet objectives. Lowery provides an arm’s length and unbiased insight into the extensive process of analyzing, planning and implementing an investment strategy for insurance clients.

Services include but are not limited to:

  • Risk Assessment
  • Risk Monitoring
  • Fund Due Diligence
  • Total Portfolio Analysis
  • Industry Research
  • Regulatory Analysis
  • Tactical and Strategic Asset Allocation in a Regulated Environment
  • Small Asset Pool Solutions 


To learn more about how Lowery Asset Consulting can help you better manage your insurance assets, contact us today.