Lowery Asset Consulting, LLC is a Chicago-based, employee-owned investment consulting firm that advises on billions in assets. Our dedicated team provides highly customized service to a diverse group of long standing clients offering seasoned expertise in the areas of retirement plans, nonprofits and private wealth.
A tailored approach
Lowery is a client-centric firm. We know that every client has unique needs and circumstances and we focus our energies on helping each one achieve their specific financial goals. We offer a comprehensive range of resources and investment solutions so we can tailor a portfolio that reflects the client’s unique risk and reward characteristics. When clients partner with Lowery, we will:
- Manage risk and volatility through asset allocation
- Research and select investment managers from the full spectrum of investment options
- Provide detailed reporting to track performance
Our senior consultants are fully engaged
All clients are served by one or more senior consultants and supported by our entire team. One of Lowery’s key strengths is that our experienced consultants take a very active role in the investment research effort. All consultants meet with investment managers, attend industry conferences, and conduct both research and proprietary studies. We provide our clients with an unparalleled blend of tactical and strategic insights, exceptional product knowledge, and informed market opinions.
Focused on serving clients’ needs for the long term
Founder William Lowery has longstanding client relationships of more than 20 years. He has instilled the intrinsic value of the high-touch client relationship into the fabric of our entire firm. Our belief is that the client relationship takes priority over everything; therefore, we do not offer other products or services to compete with our mission of providing the best investment consulting service possible. Our client-centric focus and proactive style allows us to devote our efforts to listening and structuring solutions — one client at a time.
Experience in liquid alternatives
Our senior investment professionals have been researching and recommending alternative investments for more than a decade. We have closely followed the evolution of liquid alternatives, and we are uniquely positioned to evaluate these strategies. Lowery has done extensive work in MLPs, BDCs, options strategies, and `40 Act hedge funds among others. And because our fees do not vary based on the asset classes we employ, our only incentive is our clients’ long-term success.
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