Strategy & Management

Strategy

We offer a strategy service to advise our clients on both financial and investment options.

We develop a tailored financial and investment plan, working with client accountants, lawyers, or other professionals as needed, to define actionable steps, and provide a strategy road map for every client.

We develop investment goals closely linked to a client’s financial circumstances and goals.

We design a broad investment strategy.

We create an initial asset allocation and plan for managing it.

We develop a trading, custody, and reporting plan.

We evaluate a wide variety of investment markets.

Strategy is the first step.

We offer Strategy either as a stand-alone service or included as part of our Strategy + Management service.

Strategy + Management

All investment management starts with a strategy.

To implement our clients’ strategy and work toward their investment goals, we provide advice on all risk management issues, asset allocation, and investment opportunities, place securities trades, and provide ongoing reports.

We also help investors who, in addition to seeking the highest possible return at an appropriate level of risk, have a social purpose in mind.

We collaborate with each client to determine an appropriate risk profile, objectives, and develop an investment strategy (see above).

We evaluate existing investments.

We create target allocations for each asset class and tailor a custom portfolio.

We typically implement all investment decisions, but can also confirm with you beforehand or just advise without implementing.

We provide quarterly portfolio reports.

Our Focus

Hunter Lewis created this firm in order to help clients of any size including those with assets far below the de facto minimum of $100 million at his previous firm. We have no specific client minimum but rather decide on a case by case basis. We offer expertise gained from decades of work with leading institutions and families.

Endowed Institutions

We have developed novel ways of analyzing the finances of endowed institutions of all kinds, including colleges and universities, foundations, arts organizations, secondary schools, and medical organizations.

Colleges & Universities

Hunter Lewis has decades of experience working with many of the largest endowments in the U.S, and is now sharing that expertise with smaller college and university endowments, including those with assets under $100 million.

Family & Individual Assets

In addition to complicated trusts and family investment vehicles, we can also help with 401Ks, IRAs, Roth IRAs, HSAs, 403Bs, brokerage accounts, pensions, 529 Education Plans and more.

Our Commitment

Hunter Lewis LLC is an independent firm. We have no affiliation with banks, brokers, other financial firms, other companies, or outside equity holders. Our core belief is that conflicts of interest of any kind will severely interfere with our ability to serve our clients. Our personal commitment is to maintain independence and in every other way to seek to eliminate conflicts.

OUR PRINCIPLES