LOWELL ROAD ASSET MANAGEMENT, INC.

Overview

Lowell Road Asset Management, Inc. is a registered corporate adviser that has been active since 2014 and is owned by an individual proprietor. The firm serves both individual and family clients as well as institutional accounts, billing clients on a percentage-of-assets-under-management basis. Its advisory work centers on portfolio management for individuals and small businesses and it also runs educational seminars and workshops for clients. Investment preference leans toward public equities—exchange-traded securities are the predominant vehicle—and the firm complements equity exposure with mutual funds. Lowell Road Asset Management, Inc. does not identify as an active ESG investor and it operates under a single-state registration rather than as a multi-state adviser. It maintains a roughly even split between discretionary and non-discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices