Lowson & Company Investment Managers

Website:  www.lowco.uk

Introduction

Lowson & Company are a small firm of Chartered Financial Planners, running discretionary model portfolios for our own clients and clients of selected IFA partners.

Models

Our "Consensus" range of 5 Risk-Rated  Model Portfolios operate on a "Manager of Managers" basis. They are designed for clients who aren't actively engaged in the investment management process and want to delegate all ongoing management responsibilities to professional investment managers. The service is also ideal for IFAs who want to outsource responsibility for fund choice and actively reviewing/rebalancing portfolios.

Rebalance schedule

Quarterly

Charges

0.15% per annum inclusive of VAT, where applicable.

Contact details

Jon Lowson:

jon@lowco.uk

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