Founded in 2000, Lewis Capital Management is a boutique investment
firm specializing in asset management for high net worth individuals,
family groups and institutions. LCM has approximately $93 million
in assets under management as of March 2012 and is based in Beverly
Hills, California.
Lewis Capital employs a value based equity
philosophy. We manage the following types of portfolios:
Equity
Fixed Income
Balanced (Equity + Fixed Income)
Lewis Capital works closely
with each client to determine the optimal mix of equity and
fixed income assets given the clients' objectives and current
financial situations. We also communicate regularly
with clients' accountants, attorneys, and business managers
in order to ensure a seamless integration of professional
services.