Kenneth N. Lowe III, AIF®
Director of Institutional Retirement Plans
Kenny Lowe is an Investment Consultant and Director of Institutional Retirement Plans with ORION Investment Advisors. His primary responsibility is to provide advisory and fiduciary services for non-profit and corporate retirement plans. In this capacity, Kenny assists organizations in developing and implementing an investment policy, fee and service analysis of plan provider(s), ongoing evaluation of investment options, and adherence to fiduciary requirements. In addition, he serves on the group’s Investment Committee which forecasts our outlook for the financial markets and determines asset allocation decisions.
Prior to joining ORION, Mr. Lowe was a Manager in the Investment Products Group of Wachovia Securities. He earned a M.B.A. with concentration in finance from Virginia Commonwealth University and holds the professional designation of Accredited Investment Fiduciary from the Center for Fiduciary Studies.