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Founded in 1970 on the strong belief that an investment advisory organization could best serve clients as an independently owned firm, free from potentially conflicting agendas and devoted solely to the interests of its clients. Since its inception, the firm has been committed to conducting business and building relationships on a foundation of trust, integrity and stability. The primary business function of the firm is to work with clients to achieve their long-term investment goals. It is the continuous dedication to producing positive investment returns while monitoring each client's portfolio results that is the key to the firm's success over the years. Over four decades we have dealt with the impact of five recessions, periods of sharply rising inflation and interest rates, disinflation, war and other geopolitical conflicts, terrorist acts, political instability and significant social and technological changes. The firm’s consistent approach to analyzing securities markets and the process of managing fiduciary funds has led to consistent and very competitive returns without incurring high portfolio volatility and risk. Firm Highlights – Detailed Readout of Firm’s Assets Under Management
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© 2004 Lowe, Brockenbrough & Company.
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