Our Services

Lowery Asset Consulting, LLC is a Chicago-based, employee-owned investment consulting firm with assets of approximately $7 billion. 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.