Our Services

Lowery Asset Consulting, LLC is a Chicago-based, employee-owned investment consulting firm. As an independent company with no financial ties to any investment firm, our clients benefit from highly objective advice. We are flexible enough to work with clients in a variety of ways, ranging from comprehensive Traditional Investment Consulting to specialized project work.

Lowery’s services include: 
Traditional Investment Consulting
Alternative Asset Investment Consulting 
Investment Manager Search & Due Diligence 
Quarterly Performance Monitoring & Risk Evaluations 
Asset Allocation
Investment Policy
Fiduciary Education
Expense Audit & Fee Negotiation


We encourage you to contact us for more details about any of our services.