Uncompromised

Uncompromising

Independent Financial Advice Since 1974

Lowell, Blake & Associates is an independent employee-owned investment firm built for discerning investors who value a candid, unbiased and customized experience.

At LBA we’re beholden to no one but our clients. We rely on in-house investment research to try to avoid bias and conflicts of interest. Our fees are clear and fair.

In short, because our only purpose is to guide clients to important financial goals, we never compromise our principles and won’t ask you to.

Our fees and policies are transparent.

Our recommendations are based solely on unbiased in-house research. We sell no financial products. We answer only to our clients, not to sales quotas set by a corporate parent.

Clearly transparent

Every aspect of our business is an open book – from fees to investment philosophy to fiduciary level of care.

Proudly Conflict Averse

We rely on in-house investment research to try to avoid bias and conflicts of interest.

Stubbornly independent

With no corporate parent to please, we’re fully focused on meeting the high expectations of our clients.

Perspectives

LBA Monthly View | September 2023

– Notable: Fed announcement, US imports from Mexico, home builder pressures
– Company Highlights: Vontier, Canadian National Railway, Johnson & Johnson, Amazon, Ecolab
– ON Our Minds: Market breadth

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LBA Monthly View | August 2023

– Notable: Vacation trends, US 10-year yield, Drug pricing, ChatGPT
– Company Highlights: Canadian National Railway Company, Henry Schein, Inc., Amazon, Vontier, Tyler Software
– ON Our Minds: Is an economic slowdown and recession still inevitable?”

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LBA Monthly View | July 2023

– Notable: Back-to-school shopping, Government debt, Commercial real estate
– Company Highlights: Amazon, Microsoft, Visa, Thermo Fisher Scientific
– On Our Minds: Perspective on Acquisitions

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