Press Releases

Capital Guardian, LLC Adds Retirement Planning Specialist Team


CHARLOTTE, N.C., Oct. 12, 2012 /PRNewswire/ -- Capital Guardian, LLC would like to welcome to their independent team, Jim Lowry and Beau Horack.  Mr. Lowry and Mr. Horack founded Carolina Retirement Group in Huntersville, NC in 2005.

Based out of Charlotte, North Carolina, Capital Guardian has capitalized on the current volatility in the broker-dealer marketplace, allowing it to grow its independent channel throughout the year.

"We are excited to add such a talented and experienced Retirement Plan specialist team with a proven record for year over year solid growth with new assets under management," said Brian Chapman, President of Independent Channel.

Jim Lowry has over 12 years of experience in the financial service industry, specializing in Small Business Retirement Plans and Individual Retirement Planning, with firms including JP Morgan Chase and Merrill Lynch. Jim specializes in consulting businesses on their retirement plans and provides the following services: Vendor Analysis and Benchmarking, Investment due Diligence, Fiduciary Plan Review, and High-Touch Employee Education and Investment Support.

"I partnered with Capital Guardian because of the stability and leadership of the company, the technology resources they have to grow assets under management, and the incredible support they have provided to our retirement practice," Lowry stated.

With over 15 years of experience, Beau Horack specializes in investment management and financial planning and consulting for corporate retirement plans, their fiduciaries and their participants.

"I am very excited about the direction of the company, the Leadership and their vision for future growth," said Horack.

About Capital Guardian - Capital Guardian is a boutique wealth management firm with offices strategically located throughout the United States. Capital Guardian offers advisors access to a true open platform, personalized support, global resources and an innovative management team. The firm's mission is to liberate and empower investors and advisors. More information on Capital Guardian is available at For more information, please call Brian Chapman at (704) 705-1875.

Securities offered through Capital Guardian, LLC, member FINRA/SIPC. Investment Advisory Services offered through Capital Guardian Wealth Management, an SEC registered Investment Advisor. Securities Products are not FDIC insured, are not bank guaranteed, and may lose value.

Contact: Brian Chapman

SOURCE Capital Guardian, LLC