Lowell Blake & Associates Inc.

Lowell, Blake & Associates, Inc. is a fee-only financial advisor firm based in Boston, Massachusetts, established in 1974. The firm offers portfolio management services tailored to individual client needs, focusing on continuous advice and personalized investment strategies. They manage advisory accounts on both discretionary and non-discretionary bases, with a fiduciary duty to act in clients' best interests. The firm's investment advice covers a range of instruments, including equity and fixed income securities, mutual funds, and ETFs. Clients can also receive consulting services on specific financial areas. Lowell, Blake & Associates does not charge performance-based fees and does not engage in side-by-side management. The firm serves various types of clients, including individuals, high net worth individuals, and charitable organizations, without imposing minimum account sizes. Investment strategies are based on fundamental analysis, with a focus on long-term purchases. Clients may authorize fee debiting and third-party money transfers. The firm's Investment Committee conducts regular reviews of client accounts and provides quarterly reports. Lowell, Blake & Associates discloses its brokerage practices, custody arrangements, and voting client securities policies. They do not have any disciplinary events to report and maintain financial stability to meet client obligations.