Jeffrey
Lowrie
Sandhill Investment Management
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About this Advisor
Jeffrey Lowrie is a financial advisor based in Westfield, Indiana, working with Sandhill Investment Management. Jeffrey has previously held positions at American Funds and Sandhill Investment Management. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Jeffrey is part of Sandhill Investment Management, which operates out of Westfield, Indiana. The firm has 1 office and 26 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Sandhill Investment Management includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sandhill Investment Management Brokerage Details
$2,125,998,284
26
3,261
$651,947
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jeffrey Lowrie Work History
Sandhill Investment Management
American Funds
American Funds
American Funds
American Funds
Disclosures
Please visit the SEC profile of Jeffrey Lowrie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandhill Investment Management
Westfield, IN
Buffalo, NY
Buffalo, NY
Buffalo, NY
Litchfield, CT
Buffalo, NY
Buffalo, NY
Buffalo, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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