Lowry Financial Services

Overview

Lowry Financial Services operates as a sole proprietorship focused on fee-based portfolio management and insurance distribution for individuals, families and smaller institutional clients. The firm charges a percentage-of-AUM fee and lists core advisory capabilities as portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It also functions as an insurance broker and reports being a capital allocator, though it does not identify itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives