William Lowery Email & Phone Number

We help 401K Plan, 403(b), Taft-Hartley & Pension Plan Sponsors optimize & grow the investment performance of their Retirement Plans while lowering fees & mitigating fiduciary risk – no matter how successful they already are. If you're not getting the results you want when it comes to your 401K retirement plan sponsor and meeting the ever increasing demands of ERISA & DOL regulations, we might be able to help. ABOUT MEI’ve been fortunate to have a successful track record in applying my business experience across a wide array of vertical markets for clients ranging from Fortune 500 companies, publicly traded, privately held, non-profit organizations, Foundations, Endowments, Corporations and High Net Worth Families. To this day, I have an open door policy for money managers, which has led to the early discovery of managers. Prior to becoming CEO of Lowery, I worked with Spectrum Advisory Corporation, Lakeview Securities Corporation, and Performance Analytics through 2002. My real experience comes from walking the walk and knowing firsthand what it’s like to deal with inordinate amounts of pressure & delivering results for clients. My record of achievement can best be summed up in my commitment & relentless pursuit of excellence. By acting as an extension of your team, Lowery Asset Consulting helps retirement plan sponsors oversee the management of their investments. We provide our clients with the knowledge necessary to make informed decisions that can improve plan performance, reduce expenses and meet your fiduciary responsibilities.WHO WE HELP?✔C-Level Executives ✔EVP, SVP, VP, Director of HR✔Business OwnersProblems We Solve?✔Inability to meet deadlines & commitments you need in order to satisfy your fiduciary responsibilities✔Difficulty keeping up with ERISA laws that require you to exercise the prudence and skill of an “expert.”✔Inadequate bandwidth and expertise when it comes to proper 401K Plan Design & Fund Line up

• Ceo

  Lowery Asset Consulting, Llc

  Feb 2002 - Present - Chicago, Il