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 answer to no corporate parent. We rely on no Wall Street research and avoid all 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-free

We rely solely on in-house investment research to avoid all 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.

LBA Monthly View | April 2023

– Notable: Work from home trends, 2023 banking crisis, mortgage application rates
– Company Highlights: PepsiCo, Alphabet, Microsoft, Waste Connections, Apple
– On Our Minds: The dollar’s status as a global reserve currency


LBA Monthly View | March 2023

– Notable: Discount window, job openings, lending trends
– Company Highlights: American Tower, Amazon, Alphabet, S&P Global, ConocoPhillips
– On Our Minds: Choosing Purpose Over Panic


LBA Monthly View | February 2023

– Notable: Bad year for IPOs, US’s Strategic Petroleum Preserve, landline trends
– Company Highlights: Nestlé, S&P Global, PAR Technology, Vontier
– On Our Minds: AI, Chatbots, and Tech-Giant Competition