While I’m somewhatnorth of 25 years old (by a couple of decades), 1993 is the year I count as my professional “birthday.” Disregarding a brief and nasty stint as a cold-calling financial salesman, it’s the year I became a personal financial advisor.
It’s been a learning experience. Along the way, I realized the primary focus of most big banks, brokerages and investment firms is on their bottom line – not yours. As I observed in this 20-year anniversary post, most investors struggle mightily to maintain a balanced investment strategy. Both internal and external forces continuously tempt them off-course in pursuit of hot trends or to dodge scary markets.
MY ROLE AS AN ADVISOR IS TO HELP MY CLIENTS MAINTAIN THEIR INVESTMENT BALANCE – NOT TO STICK OUT A PROFIT-MOTIVATED FOOT WHEN I SEE THEM WAVERING.
When I founded Lowrie Financial in 2009, it represented a major milestone in fulfilling this critical role. Establishing my independence from the Bay Street rat race freed me to serve my clients’ best financial interests with an evidence-based investment approach. To me, the approach seems obvious. But I see so many signs that our industry still has so far to go.
This year marks another milestone I’m pleased to share. A few weeks ago, we launched a fresh, new take on my Lowrie Financial website. These days, an advisor’s website is also their virtual “front office,” so it was definitely time for a remodel. The new structure should make it easier to find existing resources, discover new insights, and get to know me and benefits of following an evidence-based investing approach.
Here’s to 25 years of being me!