Pallas Athena

At Pallas Athena Investment Counsel, we understand the importance of managing your investments wisely to achieve your goals. That's why we're dedicated to providing expert investment counsel and portfolio management services to help you navigate the complexities of the financial world.

Our Story

Founded in 1989, Pallas Athena is an independent investment counsel and portfolio management firm that specializes in discretionary portfolio management and research. Our founder, Dr. James M.P. Lowry, is a highly experienced and credentialed investment professional with a deep understanding of the theoretical underpinnings of investing. With a strong academic background in philosophy, classics, and German, Dr. Lowry brings a unique perspective to investment management.

Our Approach

Our goal at Pallas Athena is to conduct our work calmly and rationally, so that our clients can enjoy their lives free of financial pressure. We believe that managing your investments is not just about making money, but about achieving your goals and living the life you want. That's why we take a sensible and rational approach to investing, focused on managing the one factor that truly matters: time.

Our Services

We offer a range of services designed to help you achieve your financial objectives. Our discretionary portfolio management service provides personalized investment management tailored to your unique needs and goals. Our research services help you stay informed about market trends and investment opportunities. And our client experience ensures that you receive the highest level of service and support throughout your investment journey.

Our Expertise

With over three decades of experience in investment research and portfolio management, Dr. Lowry has developed a deep understanding of the complexities of the financial markets. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute. He has also taught investment courses at several universities and has written extensively on investment topics.

Why Choose Us

At Pallas Athena, we're committed to providing expert investment counsel and portfolio management services that help you achieve your financial goals. Our independent and objective approach ensures that we always put your interests first. And our focus on managing time, rather than just money, means that we're dedicated to helping you live the life you want.