Lowe fs actively reviews your plan, and makes adjustments as necessary so that you have the best possibility of achieving your goals. After your plan is in place, we implement a customized KeepTrack™ approach for you. This is our follow-up plan whereby you define how much contact you want from Lowe fs and in what form. We communicate with you by email or mail at least quarterly by sending detailed progress reports. And now, with the KeepTrack™ portal you can follow the latest developments that affect your investment accounts online any time you like.

The KeepTrack™ portal uses Web-based technology for secure, customized investor reporting online. You will also find helpful financial calculators and other tools for up-to-date information…just another way that Lowe fs adds “easy” to your life.