Business Description
Fidelity Investor is a multiple award winning, independent investment advisory service helping investors use the Fidelity family of mutual funds to meet financial goals.
Editor-in-Chief Jim Lowell, the leading expert on investing at Fidelity, gives members objective and unbiased recommendations on Fidelity funds. The Fidelity Investor is not affiliated in any manner with, and is completely independent of, Fidelity Investments.
Our service includes a monthly newsletter covering each and every one of Fidelity’s retail mutual funds with specific buy, hold, sell recommendations plus performance returns to show you how well (or, how badly) your Fidelity fund has performed. We’ll fill you in on the best Fidelity funds to be invested in and which funds you should strongly avoid. Members also have a choice of five easy-to-follow models using only Fidelity funds to formulate a personal investment strategy, whether you’re a conservative, moderate or aggressive investor.
Fidelity Investor is published by Lowell Investment Research (formerly FundWorks, Inc.), a publisher specializing in publications that provide thousands of readers with independent investment advice and award winning financial leadership.
About Jim Lowell
Jim Lowell is the President of Lowell Investment Research, a leading independent research firm covering mutual funds, exchange traded funds, sector, currency, leveraged product and income investing strategies for individual investors and investment professionals.
He is Editor-in-Chief of the multiple award-winning independent newsletter, Fidelity Investor and Fidelity Sector Investor, the Editor of The ETF Trader on Marketwatch (www.marketwatch.com), and Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell (www.forbes.com). Lowell has also written several books on investing, most recently Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007).
Jim Lowell is also the ETF investment columnist for Forbes Magazine, and the Chief Investment Strategist for Adviser Investments (www.adviserinvestments.com), a fee-only advisory firm with over 1500 clients nationwide and $1.4 billion in assets under management.
Lowell is a regular participant and guest host on Fox Business News, 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, CNBC, and PBS’ Nightly Business Report. 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.
Lowell has passed 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 involved in charitable works, 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 catch and release sport fisherman.
Address & Contact
- Street:
- 186 Crescent Road
- Postcode:
- 02494
- City:
- Needham
- State:
- Massachusetts
- Zip:
- 02494
- Phone:
- 800-290-6577
- Website:
- www.fidelityinvestor.com
- Category:
- Media News Publishing
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