About

About 2017-11-13T16:57:29+00:00

Who We Are

Since 2003, The Lowe Group has helped financial services firms create greater awareness of their products and services to attract and retain business. Digging into our clients’ unique business and offerings, we help clients define and articulate their key messages in a clear and consistent way.

We believe our experience, financial industry expertise, deep media relationships and technical writing skills set us apart from other financial communications firms.

  • Experienced Professionals – We believe in working as a close, collaborative group of experienced financial communications professionals. By leveraging our team’s diverse skill sets and backgrounds, we can achieve the best possible outcomes for clients. Clients have access to experienced, senior personnel.

  • Financial Expertise – We are a group of highly experienced financial professionals hailing from asset management firms, hedge funds and financial technology companies. We have a deep understanding of the financial industry so we can add value from day one.

  • Deep Media Relationships – Cultivating relationships and building trust and credibility with journalists takes time. We have longstanding relationships with local, national and industry media, allowing us to gain exposure for our clients in relevant financial and business publications.

  • Technical Writing Skills – We write with authority on complex, financial topics, with awareness of regulatory frameworks and requirements (e.g. SEC and FINRA).

Clients

No two clients are alike. We aim to understand what drives our clients’ business and develop tailored strategies aligned to support our clients’ strategic goals.

  • Investment Management – We work with a wide range of investment managers, including asset managers, hedge funds and investment advisory firms offering fixed income, equity and alternative investment strategies.

  • Wealth Management – We work with registered investment advisers (RIAs) who provide financial planning, retirement plan consulting and other advisory services to individuals and institutions.

  • Professional Services and Technology Providers – We support a wide range of clients who provide expert services within the financial services industry, including valuations, insurance, financial planning software and back-office operations platforms.

  • Public Companies – We support public companies in investor relations, strategic communications and media outreach.

Meet Our Team

Jody LowePresident and Managing Director

Bio

Benjamin BishopVice President and Managing Director

Bio

Connie HansonBusiness Operations and Client Reporting Manager

Bio

Greg JoslynVice President, Media Relations and Client Management

Bio

Katherine MurrayVice President, Client Relations and Business Development

Bio

Stephanie TruogDirector, Media Relations

Bio

Carly WashebekMarketing and Communications Associate

Bio

Focus Areas

Topics we regularly address in media outreach and content development include:

  • Active vs. Passive investing
  • Alternative energy
  • Alternative investing
  • ASEAN markets
  • Asia frontier markets
  • Asset allocation/management
  • Bond markets
  • College savings
  • Commercial real estate investing
  • Corporate bonds
  • Emerging markets
  • Estate planning
  • Financial planning
  • Financial sector
  • Frontier markets
  • Growth investing
  • High yield bond funds
  • Institutional equities and research
  • International small caps
  • International stocks
  • Long/short investing
  • Mid-cap investing
  • Mortgage bonds
  • Municipal bonds
  • Mutual funds
  • Natural resources and energy
  • Personal finance
  • Portfolio planning
  • Real estate and REIT investing
  • Responsible investing
  • Retirement planning
  • Small cap investing
  • Stock market commentary
  • Technology sector
  • Treasury bonds
  • Valuations and valuation services
  • Value investing

“The Lowe Group has been our partner for more than a decade. Their deep asset management and financial services experience and longstanding media relationships have led to important outcomes for Baird. They are a key part of our team.”

Angela Pittman Taylor, Senior Vice President, Robert W. Baird & Co.