Lowell Road Asset Management is a registered investment advisory firm founded in 2012 and based in Manhasset, NY. We work with families and individuals on financial planning, asset allocation and investment management. By following a disciplined approach of studying history, implementing proper diversification, and paying attention to valuation we strive to protect and grow our client’s assets over time.

Lowell Road Asset Management is a fee only advisor, if our clients are successful, we are successful. TD Ameritrade is the custodian for LRAM client’s accounts. To learn more about what we do for our clients and how we do it please reach out to us to set up a good time to talk.

Planning Process

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Planning

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Investing

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Goals

Investing Process

History

Diversification

Valuation

We manage assets for individuals and families, providing investment management, and financial planning services.