• About Lowery
  • Our Mission
  • Firm History
  • Objectivity
  • Lowery Professionals
• Our Services
  • Traditional Asset Consulting
  • Alternative Asset Consulting
  • Investment Manager Search & Due Diligence
  • Quarterly Performance & Risk Evaluations
• Research and Education

• Traditional Asset Consulting
• Alternative Asset Consulting
• Investment Manager Search & Due Diligence
• Quarterly Performance & Risk Evaluations

Our Services

We offer a broad range of consulting services covering both traditional and alternative investments.  Services include the following:

· Asset Allocation and Spending Policy Analysis

· Asset - Liability Analysis

· Investment Policy Statement Development

· Investment Manager Search

· Quarterly Manager and Portfolio Risk/Performance Monitoring

· Custody Review and Search

· Fee Negotiations

· Transition Management Oversight

· Board Educational Presentations