Lowry Capital Management Corporation offers Separately Managed Accounts based on three basic investment strategies.
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In addition, clients can create a personalized portfolio, more closely reflecting their individual investment objectives and risk tolerances, by making a series of 20% or greater allocations within any of these three strategies.
The principal broker-dealer and the principal custodian for Separately Managed Accounts managed by Lowry Capital Management Corporation is Fidelity’s Institutional Wealth Services. However, Separately Managed Accounts can be established through other national brokers and domestic custodians upon client request.
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