RAYMOND JAMES
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1295 Northern Blvd Ste 24
Manhasset, NY 11030
Lowell Road Asset Management is a registered investment advisory firm based in Manhasset, NY, founded in 2012. The firm specializes in financial planning, asset allocation, and investment management, prioritizing a disciplined approach that emphasizes historical analysis, diversification, and valuation to protect and grow clients' assets over time.
As a fee-only advisor, Lowell Road Asset Management aligns its success with that of its clients, ensuring that their financial goals are met through personalized investment strategies. The firm manages assets for individuals and families, fostering independence and experience in the investment process.
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