Matt Lowe, Cfa, Cfp® Email & Phone Number

Seattle, Wa, Us

Greater Seattle Area

- Provide experienced and objective advice to help guide clients toward achieving the long-term financial goals they value most- Partner with clients in building a strategic framework identifying ways to achieve their hopes and dreams, while protecting against the worries that keep them up at night. - Customized financial planning for each client as a guide to accomplish their goals and as a benchmark for progress towards achieving those objectives along the way.- Design and implement investment portfolios designed around specific goals and risk preferences of each client. Client portfolios are optimized to align with prudent diversification, manager selection, cost awareness and unique client circumstances.- The foundation of my work is based on a partnership with the client that is strengthened by open dialogue, mutual trust, collaboration with other service providers and a shared vision for the life my client's truly value.

Greater Seattle Area

- Performed client specific tasks for the consulting team including: due diligence of investment options, asset allocation studies, portfolio re-balancing, opportunistic investment studies and presenting at client meetings.- Wrote numerous monthly market commentaries for the firm's Capital Markets Group.- Worked with clients to implement institutional best practices including investment policy development.

Greater Seattle Area

- Conducted performance analysis for a diverse array of institutional investors including public pensions, endowments, foundations and corporations.- Manager research responsibilities across various asset classes supporting due diligence through: regular manager meetings, performance tracking, market analysis and tracking of organizational characteristics.

Portland, Oregon Area

- Responsible for trading bonds in the corporate, municipal, government and agency sectors.- Collaborated with head bond trader to implement bond strategies for high net worth client portfolios with a focus on municipal and investment grade corporate bonds.