Investment Services

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.

At Lowell, Blake & Associates, Inc. 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 our clients’ financial goals while reflecting their values.

Portfolio Management

We have a tightly constructed set of core investments that are arrived at through extensive research and analysis. Our process involves thorough examination of all aspects of a company, both quantitative and qualitative. Quantitative review involves financial statement, valuation, industry, and macro analysis. Equally important, qualitative factors encompass management integrity and strategy, product or service quality, and competitive strengths. These issues are integral in helping to forecast markets.

In contrast to investors that look mainly at, and act upon, quarterly earnings, LBA is in it for the long haul. We focus on the longevity of investment opportunities and, therefore, on the ongoing financial security of our clients.

Personalized Recommendations

Our investment recommendations always incorporate a running analysis of capital gain/loss ramifications as it relates to each client’s financial objectives, tax strategy, and life situation. Unlike most firms, we require that our clients approve our investment recommendations before we make any changes, which creates opportunities to build trust and fully understand our clients’ individual needs, passions, and values.

See our investment philosophy for more on how we keep the client’s interests front and center.