A complete list of active advisors currently associated with Lowry Financial Services
Warmer can help you find a great advisor at Lowry Financial Services or one who fits your needs even better.
Lowry Financial Services provides ongoing portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. The firm manages roughly $30.8 million across its client relationships and also offers pension consulting and advice on mutual funds, ETFs, fixed income, equities and insurance products, including annuities. The firm’s investment process combines multiple methods of analysis—charting, technical and fundamental analysis, quantitative techniques and modern portfolio theory—and generally pursues a long‑term trading approach while documenting objectives and risk tolerance in a written Investment Policy Statement. It typically requests discretionary trading authority, may implement model allocations from a third‑party provider, and requires clients to use the SEI platform/custodian with periodic reports transmitted through the custodian. What is distinctive is the combination of pension consulting and serving charitable organizations alongside retail portfolio management, services that are relatively uncommon for independent advisers of this scale. The firm’s principal is also a licensed insurance broker and discloses the sale of insurance and annuity products and its use of SEI platform benefits, with procedures described in the brochure to document and disclose those potential conflicts of interest.
To learn more about the advisors currently working at Lowry Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tierra Verde, FL
| 42
|
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