INVESTMENT STRATEGY & MANAGEMENT
Deep Experience.
Global Reach.
Hunter Lewis is best known as the co-founder and former CEO of a global investment firm advising institutions and private investors with trillions of dollars. The de facto minimum of his prior firm was $100 mm. He has a very different vision for Hunter Lewis LLC.
Sharing Our Experience With You
We have no specified minimum. We tailor a separate portfolio for each client. You work directly with a member of our staff - no robo advisers. We do not charge smaller accounts a higher fee because of their size.
*For further information regarding fees, please refer to our Client Relationship Summary.
**Please see our statement on ethics, what we won’t do, Wall Street conflicts, and how we protect you.
***When client is eligible.
After decades advising some of the wealthiest and most famous clients, we have a completely new mission: to transform the way money is managed for those who could benefit the most from everything we have learned over the years.
Our Services
Originally established by Hunter Lewis, co-founder and former CEO of global investment firm Cambridge Associates, where he co-created the university investment model with colleagues and clients, our firm initially supported the Lewis family office. We began to welcome outside clients with no specified minimum into our extended family in order to share the services that we carefully developed. In doing so, we are committed to protecting and growing client assets along with our own.
We continue to explore markets and countries for the best investments for all our clients.
We develop an investment strategy for each client and, if requested, manage their portfolio.
We are very focused on avoiding conflicts of interest. Consequently we do not engage in other businesses or offer a variety of services at higher fees.
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