About Me

James H. Lowell III

James Lowell is also the Editor of the multiple award-winning independent newsletter, Fidelity Investor (and fidelityinvestor.com), the weekly electronic Fidelity Sector Investor, and the customized, independent 401K Focus service, as well as the founding Editor of The ETF Trader on Marketwatch from Dow Jones. Lowell is the President of the Fund Family Shareholder Association.

James Lowell is the Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell, an independent investment advisory service exclusively focused on exchange traded funds.

James H. Lowell is the founder and Chairman of The Rankings Service (www.trsreports.com), The Rankings Service is an independent, objective, third party research service for institutional clients, providing proprietary review, analysis, and monitoring of individual investment manager performance.

Mr. Lowell is also a prolific author. He has written several books on investing, most recently Smart Money Moves (Penguin), and Investing from Scratch (Penguin, 1997 – revised edition in 2007). His newest book is What Every Fidelity Investor Needs to Know (Wiley, November 2006). He is a past editor-in-chief of America Online’s FundWorks and of Funds Net Insight, a national mutual fund newsletter.

Lowell has written and lectured extensively on investing and personal finance for national audiences, magazines, TV, radio, and on-line media including Bloomberg (radio and TV), CNN and CNBC. His market views and opinions appear frequently in such publications as Barrons, Business Week, The New York Times, The Wall Street Journal, Fortune, Investment News, Money and Smart Money to name but a few. He has given numerous speeches; most recently (December ’05) to the annual CFA Boston Chapter event and the AAII.

Mr. Lowell is also partner and chief investment strategist of Adviser Investment Management, a private money management fee only firm advising on over $1 billion, based in Newton, MA. (Adviser Investment Management receives no fees or compensation from any fund family, nor does it sell or promote investment or insurance products. It is a fee-only firm.) Before joining Adviser Investment Management, Lowell was the Chief Portfolio Strategist for the Boston-based investment division of Adams, Harkness & Hill.

He is also the President of FundWorks, Inc., a financial publishing firm, and was the featured Contributing Editor for the Investment Advisor magazine (ia-mag.com), where he focused on equities, closed- and open-end funds, and exchange traded funds. Mr. Lowell’s columns were frequently used for the CFP (Certified Financial Planner) credit requirement for continuing education. He is also the author of the College of Financial Planning’s Exchange Traded Funds curricula.

Lowell was formerly employed by Fidelity, where he was the senior financial reporter for Investment Vision and the formative stages of Worth magazine.

Lowell has both his Series 7 and 65 securities licenses. He was educated at Vassar College (B.A.), and holds Master's degrees from both Harvard University, and Trinity College (Dublin, Ireland). In addition to the above, Lowell is a published poet, a former teaching fellow at Harvard University, and former lecturer in the Philosophy/Religion Department at Northeastern University College in Boston. He is an accomplished sport fisherman. Mr. Lowell lives west of Boston, Massachusetts – a stones throw from the hub of the mutual fund industry.