Our Mission

We are a mission driven organization. Our mission is to transform the way money is managed for those who could benefit the most from our services.

These investors would never have met the account minimum for either Hunter Lewis’ previous firm or many other firms. In the past, such investors had more restricted investment management choices available to them and may have faced higher fees as a percent of their assets.

Our mission is to change all that. We have no specified minimum.  We manage a separate portfolio for each client just as we do for larger clients. You work with a member of our staff.   We do not charge smaller accounts a higher % fee because of their size.