Lowell Blake provides objective investment advice with an eye to a client's holistic financial picture. We serve individuals, families, nonprofits and foundations. Our primary role is to advise clients on the quality of their investments, following our time-tested investment discipline. In addition, our team is available to give guidance and support on tax issues, charitable contributions, fiduciary duties, and estate or trust issues. We will act as independent trustees upon request. Much of this advice and support is included in our quarterly fees, which by industry standards are low. In addition we have special project investments that we create and manage for our clients.

Unlike many of our peers, we do not take discretion. We prefer to involve our clients in the process of investing, giving them true ownership over the quality of their investments. To learn more, please visit the Our Policy section of our website.

We believe the most responsible thing we can do is provide good performance at a fair price. 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.