LOWELL, BLAKE & ASSOCIATES
INCORPORATED

PRIVATE FINANCIAL ADVISORS                               INVESTMENT COUNSEL

 HOME

 INVESTMENT DISCIPLINE   .CONTRARIAN INVESTING VS. MODERN PORTFOLIO THEORY
  .WHY REVOCABLE TRUSTS

  ANALYTICAL MARKERS
  . COOLIDGE'S
       ANALYTICAL MARKERS

  . DIVIDEND GROWTH
  . NEW WORLD ORDER
  . 
HONOR ROLL

  OF CURRENT INTEREST
  . REVERSE MORTGAGES
  . ANNUITIES

 SPECIAL PROJECTS   . STONYFIELD YOGURT
  . TIMBER PARTNERSHIPS
  . REAL ESTATE
  . IMAX FILM PARTNERSHIPS
  . MENTOR CHARITABLE FUND

 FEES

 REFLECTIONS &
      OBSERVATIONS

 CONTACT US



141 Tremont Street
Suite 200
Boston, MA 02111-1209
617-422-0064 (tel)
617-422-0744 (fax)

 

SPECIAL PROJECTS

Our First

Stonyfield Yogurt would not exist today if it weren’t for individual clients of Lowell, Blake investing to enable the founders to avoid being shut down.

Timber Partnerships         

Lowell & Co. Timber Associates set a new standard for private ownership and responsible development, preserving and protecting substantial acreage in Maine and permanently protecting 22 miles of pristine lake and river frontage while securing a reasonable profit for investors and increasing local jobs.

LBA 2003 Vermont Timber Associates and LBA Forest Stewardship Initiative  purchased hardwood parcels in Vermont, New York, and Maine and provides competitive returns to investors while preserving the forests for generations to come.

Real Estate Recovery Ltd. Partnerships
 
Real Estate Recovery Ltd. Partnership refurbished 5 buildings, turning them into affordable housing for lower-income, working families.  Investors have received more than double the money invested and still receive an annual dividend of 10-15%.

IMAX Films

Productions of Whales and Dolphins in which LBA clients were the catalyst to make the “big boys” step up to the plate to produce the films.

Mentor Charitable Fund, Inc.

Formed by LBA to be an eclectic source of assistance to people and groups who have taken initiatives on their own to be of help to neighbors, have a sense of personal responsibility, and  see affordable accomplishments in areas of :

  • Medicine
  • Education
  • Nature
  • Tolerance
  • Opportunity
  • Responsibility

  Copyright © 2006, Lowell, Blake, & Associates, Inc.