Latest News
BDO USA Acquires Lowery Asset Consulting to Expand Range of Services
Wednesday 13 October 2021

US-based accounting and advisory firm BDO USA, LLP has added Chicago-based investment consulting firm Lowery Asset Consulting, LLC, to strengthen and expand the range of services within BDO Wealth Advisors, LLC, the company said.

Terms of the transaction were not disclosed.

Lowery advises on retirement plans, nonprofits, and private wealth.

Lowery Asset Consulting, LLC is an investment consulting firm that offers financial planning, asset allocation, investment research, portfolio performance monitoring and risk management.

With this expansion, Lowery Asset Consulting, LLC's services and relationships bring new opportunities to BDO USA for existing and potential clients.

This includes adding 401(k) plan sponsor investment advisory capabilities to BDO Wealth Advisory's service offerings and expands the firm's ability to advise insurance companies, private endowments and high net worth individuals.
Date Published: 13/10/2021