Welcome to Lowell Blake & Associates, which was founded in 1974 to provide holistic advice by assisting individuals, nonprofits and foundations in the management of their assets and liabilities, all for a modest fee.
We are proud of the ethical standards we expect of ourselves, the companies we invest in, and our clients. The fact that our clients have truly prospered under these rather rigid conditions is how we measure our success.
We have no outside ownership or debt. We are small by choice, as successful investing requires a great deal of intestinal fortitude rather than mealy-mouthed consensus. In many respects LBA is really a cooperative effort, with our clients engaged in our search for investment opportunities across the world.
Please don't be misled by the brevity of our introduction or the crispness of the supporting information. Verbosity helps you lose money and our approach is taken directly from Theodore Roosevelt: "Walk softly and carry a big stick."
Hello, I'm Jim Lowell and need to update (9/1/12) the excellent work of the LBA team to offer you a specific urgent warning. If your investment advisor is recommending financial stocks, give him "the big stick," ASAP.