Your Goals. Our Priority.

With decades of wealth management experience and global reach, we are an independent firm committed to helping you achieve your long-term investment goals.

WHAT TO EXPECT

Working With Hunter Lewis LLC

Start With A Discovery Call

Meet with us, virtually or in person, to determine how Hunter Lewis can best serve you. We are based in Charlottesville, Virginia and serve clients globally.

Get A Comprehensive Strategy Review

Our team of advisers & portfolio managers review your current investments and create a customized strategy based on your financial and investment objectives.

Investment Management

We implement and manage your customized investment strategy, provide ongoing reporting, and offer regular transparent communication.

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 HISTORY

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.

Frequently Asked Questions

  • We are based in Charlottesville, Virginia and serve clients globally. We work with clients in-person and virtually.

  • Yes. As an SEC registered investment adviser, we have fiduciary obligations to our clients, meaning that we act in the client’s best interest.

  • Yes. Our independence is important to us. We are not owned by or affiliated with banks, brokers, other financial firms, other companies, or outside equity holders.

    In our opinion, this helps us work solely for our clients, without being pressured to steer our clients’ business to industry affiliates or meet the earnings expectations of equity holders. We also believe our independence helps us remain long-term investors, forging our own path for our clients rather than “following the crowd.”

  • We work with a wide range of clients including but not limited to individuals, endowed institutions, foundations, and more.

Have More Questions?

Schedule a discovery session to learn more about our firm and for us to learn about you.

Featured Articles

Explore articles written by Chief Investment Officer, Hunter Lewis, covering private equity, venture capital, stock market analysis, and more.

  • Why Most Stocks Fail

    Over the long term, only 4% of stocks have beaten treasury bills. Why does this happen?

    Read More

  • The Easiest Way To Increase Investment Returns

    It doesn’t even require investment knowledge - learn about types of fees and how to reduce them.

    Read More

  • Why Index Funds Could Fade

    In this Barron's Op-Ed, published in Aug 2022, Hunter Lewis asks: has the time come to consider Index Funds defects as well as their virtues?

    Read More

  • Storm In the Midst Of Calm

    "In the past bubbles fooled people because they were so rare. Now they fool people because they have become so common they seem normal."

    Read More

  • A Risky Time For Venture Funds

    In this Wall Street Journal Op-Ed, Hunter Lewis predicted hard times for venture capital about a month before both the market and venture faltered in early 2022.

    Read More

Want to Learn More?

Connect with us to learn more about our investment principles, our history, and to download our review of popular investment strategies.