Lowery Asset Consulting, LLC Information

Lowery Asset Consulting, LLC is a Chicago-based, employee-owned investment consulting firm that advises assets in excess of $8 billion. Our dedicated team provides highly customized service to a diverse group of long standing clients offering seasoned expertise in the areas of retirement plans, nonprofits and private wealth. Lowery is a client-centric firm. We know that every client has unique needs and circumstances and we focus our energies on helping each one achieve their specific financial goals. We offer a comprehensive range of resources and investment solutions so we can tailor a portfolio that reflects the client’s unique risk and reward characteristics. When clients partner with Lowery, we will: - Manage risk and volatility through asset allocation - Research and select high-quality investment managers from the full spectrum of investment options - Provide detailed reporting to track performance