Lowell Wealth Strategy
Our firm provides investment management services for client portfolios after a thorough review of a client’s goals, risk profile, and financial sophistication. Our philosophy is primarily focused on bringing institutional style investing to Main Street. Our strategy is similar to traditional strategies in that we broadly allocate between equities, to protect portfolios from inflation, and debt, to protect against deflation. That, though, is where the likeness ends. In addition to the usual stock and bond allocations, we utilize a broad variety of investment strategies to minimize the correlation to stock and bond markets.
Most of our clients’ broad goals are to grow the value of their portfolio and at some point take income from it. The goal of institutional endowment funds is the same. We strive to create asset allocation models similar to those pioneered by David Swenson for the Yale University endowment fund generally acknowledged as the leader in the field.