Outsourced Investment
Research & Analytics

In an increasingly competitive business world, independent investment advisory firms need all the resources they can rally. Many times, advisory firms look to outsource investment research to provide their clients with the scale and resources of a larger organization. If your firm is looking for a like-minded partner, consider Lowery for your outsourced investment research function. 

Since our inception, Lowery has worked with many small and mid-sized financial planning and investment advisory firms providing:

  • Manager research support
  • Due diligence on a broad variety of investment managers
  • Thorough research on investment alternatives
  • Ongoing education on the investment process and managers
  • Recommended lists of managers, funds, and alternative investments
  • Quarterly overviews tailored to an advisory firm’s needs

By tapping into our knowledge and expertise, Lowery can help your firm and your clients prosper.

For more information on how Lowery Asset Consulting can provide back office support and research expertise to help your investment advisory firm flourish, contact us today.