Lowery Asset Consulting, L.L.C.

Lowery Asset Consulting is an investment consulting firm serving a broad range of institutional investors. Their clients include Corporate Pensions, Profit Sharing Plans, Foundations, Endowments and High Net Worth Families.

They assist their clients in achieving their individual investment goals in six key areas:

  • Formulating investment policy
  • Establishing realistic objectives
  • Developing a written, customized action plan
  • Selecting investment managers. Click here to read about their manager selection process.
  • Measuring and monitoring investment performance
  • Implementing continuing asset allocation - active & passive