Lowell Road Asset Management, Inc.

Lowell Road Asset Management, Inc. is a registered investment adviser founded in 2012 by Todd Michael Greenberg. The firm specializes in asset management, offering both discretionary and non-discretionary services to clients. For discretionary accounts, clients authorize the firm to execute transactions, while in non-discretionary accounts, the firm seeks client approval before trading. Investment strategies are tailored to individual goals, risk tolerance, and objectives. The firm primarily serves individuals, high net worth individuals, and small businesses, requiring a minimum account size of $100,000. Fees are based on a percentage of assets under management, with an annual fee of 1.50% for the first $500,000 and 1.00% for amounts over $500,000. Clients are billed quarterly in advance, and fees may be negotiable. The firm does not charge performance-based fees to avoid conflicts of interest. Lowell Road Asset Management acts as a fiduciary, committed to acting in the best interests of clients. The firm's investment strategies involve fundamental, technical, and cyclical analysis, considering risks like interest rate, market, inflation, and currency risks. Clients receive quarterly account statements and reports, and the firm does not vote proxies on securities. Todd M. Greenberg, the President and CFP®, oversees the firm's operations and is responsible for supervision and compliance. Greenberg also has an affiliated business, Bridgeway Legal Funding, which does not serve Lowell Road Asset Management clients to avoid conflicts of interest.