@lowell-blake.com
Lowell, Blake & Associates is an independent employee-owned investment firm built for discerning investors who value a candid, unbiased and customized experience.
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Lowell, Blake & Associates, Inc. We pride ourselves on providing uncompromising and unbiased financial advice to discerning investors. At LBA, our priority is our clients, and we are committed to delivering a personalized and transparent experience.
Our team of experts relies on in-house research to navigate the financial landscape and avoid biases or conflicts of interest. We do not sell any financial products and answer solely to our clients, free from sales quotas set by a corporate parent. Every aspect of our business is transparent, from our fee structure to our investment philosophy.
We are proudly conflict-averse and have no corporate parent to please, allowing us to focus entirely on meeting the high expectations of our clients. Whether you're an individual, family, foundation, endowment, charity, or law firm, we offer a range of services including investment management, financial planning, and personal trusts and fiduciary services. Contact us today to experience our independent approach to financial advice
Company Type
Privately Held
Company Size
11-50
Year Founded
1974
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