Joseph Bell is an Investment Advisor Representative at Lowell Road Asset Management. Joseph is focused on both investment research and customer service. Regarding research Joseph works with Todd to uncover undervalued securities, seeks out the best mutual funds managers available for each asset class and researches fixed income opportunities based on specific client objectives. Joseph graduated from Hofstra University with a BBA in Finance.
Lowell Road Asset Management manages money for individual investors, the focus of our practice to help our clients get to and through retirement. LRAM works with our clients on financial planning, asset allocation and investment management to help our clients achieve their financial goals.
Lowell Road Asset Management is a fee only advisor, so if you are successful, then we are successful. TD Ameritrade is the custodian for LRAM clients' accounts. To learn more about what we do for our clients and how we do it please read through our site and give us a call.
Todd Greenberg, CFP
Todd Greenberg is the principal of Lowell Road Asset Management. Todd is focused on uncovering undervalued investment opportunities and managing client portfolios. Todd has more than eighteen years of investment advisory experience. In October of 2012 Todd founded Lowell Road Asset Management to manage money for private investors. From 2002 through September 2012, Todd was the founder and principal of a branch office of Raymond James Financial. Todd began his career with Oppenheimer in 1996 where he worked on one the more successful financial advisor teams in the firm. Todd received his bachelor’s degree from the University of Arizona with a BS in Regional Development. Todd holds the Certified Financial Planner™ designation.
Lowell Road uses TD Ameritrade as the custodian for all client assets. TD Ameritrade was founded in 1975 and currently holds over $400 billion in assets for over 6 million customers. TD provides monthly statements, confirms and online access for all Lowell Road clients.