Lowell Blake is a unique investment management company. We strive to involve our clients in investment decisions and educate them in navigating the world of finance. Our investments are easy to understand -- if they are too complicated to explain, then they are too risky for us to invest our clients' money. Unlike most of our peers, our investment research is independent and done in-house. In addition we have special project investments that we create and manage for our clients.
Lowell Blake provides objective investment advice with an eye to a client’s holistic financial picture. We believe an ethical investment adviser is one that charges a fair fee for helping its clients invest successfully and in harmony with their principles. This ethos has been appealing to individuals and families, as well as nonprofits and foundations. We do not endorse any financial products, nor do we receive “soft money” from brokers to promote any products. We take our fiduciary duty very seriously.
We do not take “discretion,” meaning that our clients must approve all trades before we are able to place them. We believe it is imperative to educate our clients as we go, which is why we supply our own research, and are available to engage with clients’ investment ideas or anything else they wish to discuss. Because we do our own research, clients are assured of receiving independent thought and advice. We have no ties to investment banks to color our opinions.
In addition to our internal investment strategy team, we have created an Investment Committee of seasoned, external investment professionals that meets six times per year to discuss policies and objectives. The Committee members offer feedback and direction based on their own thoughts and experiences.
We believe it is important to offer our clients a “firm product.” This means we review accounts as a team, ensuring there are always several Lowell Blake principals familiar with a client and his/her objectives. Although a client has one primary contact, we think accounts benefit from the combined wisdom of our entire portfolio management team.
We believe the most responsible thing we can do is provide good performance at a fair price. We think you’ll find that our fees, for both individuals and organizations, are well below the industry average. 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.