Lowry Hill began as Norwest Capital Advisers in 1986. The firm was founded on the belief that families with significant wealth would be better served by a boutique firm that could provide very focused attention to their more sophisticated investment and financial planning needs.
The core concept was a service model that (1) limits each professional in the business to handling 25 families, and (2) pairs a partner with an investment background and a partner with an estate planning, trust administration or accounting background to work with each client family, thereby integrating the client's financial and investment needs.
Our success metric since we started tracking it in the early 1990s has been, or more than, 97 percent business retention rate. This resonates well with prospective clients and it also resonates well with the professionals we consider bringing on as partners.
Today we manage approximately $4.7 billion in assets for almost 300 families and foundations.