Lowell Blake & Associates
Investment Bank/Securities Brokerage - Boston, MA, US
Lowell Blake & Associates Employees
Lowell Blake & Associates Senior Management
Lowell Blake & Associates Details
Welcome to LOWELL, BLAKE & ASSOCIATES. Jim and Susan Lowell founded the firm in Boston in 1974 for the purpose of providing financial advisory services, planning, and support to those who need it (families, non-profits, and foundations – largely in Massachusetts). We have remained a modest-sized firm by choice, as it allows for true collaboration and independent thinking within our ranks. More importantly, our smaller size allows us to deliver what seems to be a unique level of service to our clients, and engenders closeness and trust with them over the long term. We believe investing is decidedly more art than science. As independent-thinking, contrarian-minded advisors, we do not listen to the vast majority of noise that the world emits, nor do we allow "herd think" to discolor our perspectives. We do our own vigorous research and analysis, and we are proud to partner with an extraordinary team of outside niche professionals when appropriate, allowing us to deliver investment and planning recommendations with high conviction. Investments aside, it has always been clear to us that the most important thing we do for clients is help them build a truer understanding of their financial lives. They know we will always do everything in our power to help their family navigate life's joys, pains, opportunities, bumps, and triumphs. We love what we do, and we are honored to do it for such interesting, entertaining, special people.
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