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Welcome to Lowell, Blake & Associates, which was founded in 1974 to provide holistic advice by assisting individuals and families 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 and each client has at least one stockholder (there are eight) working with him or her.
We do all our own research and have always adhered to the proven discipline of Contrarian Investing vs. Modern Portfolio Theory, which we consider is, an oversimplified insult to intelligent, creative people.
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 skilled, self-made clients engaged in our search for investment opportunities across the world.
Most important for you as you consider prospective advisors, is to obtain full disclosure of all their costs that are passed on to you, particularly now that double or triple dipping has become the industry standard. You will find a detailed scheduleentitled Fees further along in our information. In addition, you will find sections on our Investment Discipline, Analytical Markers, and our Honor Roll and Special Projects.
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.”
Please come and visit us; we will be helpful to you.
Sincerely,
Lowell, Blake & Associates
Copyright © 2006, Lowell, Blake, & Associates, Inc.
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