Lewis Capital Management focuses on providing consistent long term investment results as well as first class client service. Unlike the "one size fits all" offerings of Wall Street brokerage firms and large mutual funds, LCM’s services are tailored specifically to our clients' singular goals and circumstances. Lewis Capital garners the majority of its business through referrals from existing clients or their advisors. Thus, LCM is free to concentrate its efforts on investment research and nuturing existing client relationships, rather than on marketing.

Representative Lewis Capital Management clients include:

• Working professionals
• Individuals with inherited wealth
• Entrepreneurs
• Retired professionals and business owners

LCM strives to establish long term relationships with each client. As a trusted advisor, LCM has helped clients transition through various life stages, including:

• Rebalancing a portfolio for retirement income (retirement planning)
• Death of a spouse
• Large inheritance
• Stock options
• Reinvestment of proceeds from real estate transactions