Our Investment Process and Philosophy

THE LEWIS FINANCIAL GROUP IS COMMITTED TO PROVIDING OBJECTIVE INVESTMENT ADVICE, BASED ON YOUR BEST INTERESTS. WE CREATE PERSONALIZED INVESTMENT PROGRAMS USING A DIVERSE RANGE OF ASSET CLASSES, INVESTMENT STYLES AND MANAGERS TO HELP YOU MEET YOUR NEEDS.
OUR APPROACH GIVES YOU ACCESS TO A VARIETY OF INVESTMENT OPTIONS, INCLUDING NO-LOAD AND LOAD MUTUAL FUNDS, ETF'S, AND PRIVATE PORTFOLIO MANAGERS. THE END RESULT IS A TAILORED INVESTMENT PLAN BASED ON AN OBJECTIVE INVESTMENT PROCESS.

WE ARE AN EXPERIENCED TEAM AND BELIEVE OUR LASTING CLIENT RELATIONSHIPS HAVE RESULTED FROM OUR USE OF AN INVESTMENT PLANNING PROCESS. DEDICATED TO SERVING THE BEST INTERESTS OF OUR CLIENTS, WE OFFER A WIDE RANGE OF SERVICES TO HELP YOU PLAN FOR YOUR FINANCIAL WELL-BEING.

YOU CAN EXPECT OUR TEAM TO LISTEN TO WHAT YOU WANT, UNDERSTAND YOUR SPECIFIC NEEDS AND RISK TOLERANCE, AND RECOMMEND OBJECTIVE, MEANINGFUL STRATEGIES IN A INVESTMENT PLAN THAT WE DEVELOP TOGETHER. BY ADHERING TO OUR INNOVATIVE PROCESS, WE DEVELOP CUSTOM FINANCIAL STRATEGIES TO HELP BALANCE INCOME, GROWTH AND SAFETY FOR EACH CLIENT.

PORTFOLIO CONSTRUCTION



Our team will evaluate your portfolio for its blend of asset classes, appropriate diversification, sectors and investment management style. Only after these overall evaluations are made and broad strategies are identified will we help you design and implement your asset allocation. We then help you maintain ongoing due diligence and performance monitoring, enabling us to assist you in rebalancing your assets as needed to stay focused on your stated objectives.

Sample Risk vs Return Chart


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We have a vast menu of institutional money managers, ETF's, fixed income securities, no load and load mutual funds as well as alternative investments.
We remain flexible and have the ability to hire and replace asset managers as required on behalf of our clients.

* Institutional money management may not be suitable for all investors.