Independent Financial Advice Since 1974

Lowell, Blake & Associates is an investment advisory firm providing personalized financial services for individuals, families, nonprofits, foundations, endowments and businesses. Founded on the principle of a team approach rooted in integrity and trust, our clients have experienced tailored solutions from us for over forty years.

A Client-First Approach

Client’s benefit from the science of our deep market expertise and concentration on long-term value. Accompanied with the art of our team’s independent analysis, curious nature, and inspired thinking. This distinct method allows LBA to keep our clients, and their financial goals, at the core of our focused approach. Learn more about our:

Investment Philosophy & Principles

We don’t just make investment recommendations; we help clients build a truer understanding of their financial lives. We focus on your financial health. (more…)

Independent & Unbiased Advice

Because LBA is an independent, employee-owned firm, we answer only to our clients—with no bias from corporate quotas or incentive schemes. Clients come first. (more…)

High Ethical Standards

LBA takes social responsibility personally. Our high ethical standards apply both to our work with clients and to our investment decisions. Responsible can be profitable. (more…)

Personalized Services

We offer personalized recommendations designed to help clients meet their financial and life goals. Whether you want a plan for general long-term growth or a strategy to meet specific aims such as college or retirement planning, we are here to deliver for you:

Fiduciary Services

As a result of our focus on relationships, transparency, and fiduciary trust, clients often ask us to serve as trustees, thereby providing integral support in planning for their family’s future. Why clients trust us with their funds. (more…)

Financial Life Planning

Our goal is to empower clients with guidance on the entirety of their financial lives, including budgeting, estate planning, tax considerations,  and other life circumstances. Planning for long-term success. (more…)

Customized Investment Solutions

We don’t just look at last quarter’s earnings; we study indicators of long-term industry and company health to find investment opportunities that meet clients’ financial goals, while also reflecting their values. Smart portfolio management. (more…)

Research & Analysis

We believe in long-term investing, which means understanding the social, demographic, and economic shifts that affect markets. Our insight into emerging and ongoing market trends, our analysis of how these trends will play out in key industries, and our in-depth company research are all part of our process for identifying promising investments. Read about our:

Latest LBA news

Our newsletter provides investors with unbiased market analysis, performance overviews, and hands-on guidance. Read the latest LBA news. (more…)

Market Insight & Analysis

These in-depth thought pieces offer unique insight into the market, with our take on important trends, indicators, and opportunities. Get insight & analysis.
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Research Reports

LBA’s research reports gauge prospects for companies in key industry sectors, with our trademark focus on sustainable growth. See sample reports. (more…)

The Spirit of LBA

Our team is comprised of dedicated professionals bringing expertise, diverse perspectives, and unmatched commitment for our clients and their goals. We take a fervent approach to our knowledge of investments to match our convictions with our client’s individual values. And our team-based approach brings a shared passion and focus, personalized attention, and a creative approach to everything we do. Meet our team:

James B. Balfour, CFA
Portfolio Manager & Research Analyst
J. Timothy Delaney
Principal & Investment Strategy
Nicole (Nikki) Gagliardi
Treasurer & Principal
Karen Golding
Client Service Associate & Compliance Coordinator
Mark R. MacCallum
Secretary & Principal
Diana B. Malcom
President & Principal
David H. Polansky, CFA
Principal, Senior Research Analyst
Erika Rhuda
Senior Client Service Associate
Jessica C. Welch
Associate Portfolio Manager & Giving Coordinator
Cameron O'Leary
Financial Operations Coordinator
Francis P. Coolidge
Research Consultant
James H. Lowell, II
Founder
Susan Walsh Lowell
Founder

Talk to One of Our Advisors

Learn more about how the LBA approach can help you meet your financial and life goals. We look forward to connecting with you via phone at 617-422-0064 or through the contact form below: