Saturday February 13, 2010
Mr. Lowell is also partner and chief investment strategist of Adviser Investments, a private money management firm advising on over $1 billion, based in Newton, MA. (Adviser Investments receives no fees or compensation from any fund family, nor does it sell or promote investment or insurance products. It is a fee-only firm.)
Before joining Adviser Investments, Lowell was the Chief Portfolio Strategist for the Boston-based investment bank of Adams, Harkness & Hill.
Lowell also pens the weekly electronic Fidelity Sector Investor, and the customized, independent 401(k) Focus service. He is also the founding Editor of The ETF Trader on Marketwatch from Dow Jones.
Lowell is featured monthly as an investment strategist columnist on Marketwatch. Lowell is also the Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell, an independent investment advisory service exclusively focused on exchange traded funds.
The founder and Chairman of The Rankings Service (www.trsreports.com), Lowell is a recognized authority on investing. The Rankings Service is an independent, objective, third party research service for institutional clients, providing proprietary review, analysis, and monitoring of individual investment manager performance.
Mr. Lowell is also a prolific author. He has written several books on investing, most recently Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007). He is a past editor-in-chief of America Online’s FundWorks.
Lowell is a weekly contributor on Fox Business News, and has written and lectured extensively on investing and personal finance for national audiences, magazines, TV, radio, and on-line media including Bloomberg (radio and TV), CNN, CNBC, and PBS’ Nightly Business Report.
His market views and opinions appear frequently in such publications as Barrons, Business Week, The New York Times, The Wall Street Journal, Fortune, Investment News, Money and Smart Money to name but a few. He has given numerous speeches; most recently to the annual CFA Boston Chapter event and the AAII.
He is also the President of FundWorks, Inc., a financial publishing firm, and was the featured Contributing Editor for Investment Advisor magazine (ia-mag.com), where he focused on equities, closed- and open-end funds, and exchange traded funds.
Mr. Lowell’s columns were frequently used for the CFP (Certified Financial Planner) credit requirement for continuing education. He is also the author of the College of Financial Planning’s Exchange Traded Funds curricula.
Lowell was formerly employed by Fidelity, where he was the senior financial reporter for Investment Vision and was involved in the formative stages of Worth magazine.
Lowell has passed both his Series 7 and 65 securities licenses. He was educated at Vassar College (B.A.), and holds Master's degrees from both Harvard University and Trinity College (Dublin, Ireland).
In addition to the above, Lowell is a published poet, a former teaching fellow at Harvard University, and former lecturer in the Philosophy/Religion Department at Northeastern University College in Boston. He is an accomplished sport fisherman. Mr. Lowell lives west of Boston, Massachusetts – a stones throw from the hub of the mutual fund industry.