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Lewis & Associates Capital Advisors, LLC logo — Because Your Investments Should Be Managed

Lewis & Associates Capital Advisors, LLC

Because Your Investments Should Be Managed

Founded 2007 United States Holly Springs, United States 2 employees Financial Services, Insurance

General Information

Company Name Lewis & Associates Capital Advisors, LLC
Founded Year 2007
Location United States Holly Springs, United States
Employees 2
Industries Financial Services, Insurance
Social

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About Lewis & Associates Capital Advisors, LLC

Lewis & Associates Capital Advisors, LLC is an Investment Advisory Firm that focuses on an investment approach that centers around both a strategic and tactical style of investment management. By and large, we do not support a 'buy and hold'​ strategy. In our opinion, a 'buy and hold'​ approach does nothing more than pay the consultant for not doing much at all. Not to mention, in most cases, a 'buy and hold'​ almost guarantees that there will always be a portion of the portfolio not working. Financial planning is important and seems to be taking 'center stage'​ these days as the panacea. However, how effective is the overall financial plan if the equities contained therein loses significant value? That is why we take both a tactical and strategic investment approach in both private accounts and in our 401k retirement accounts while utilizing a CASH position (or cash sweep position) when and if necessary. We feel that consistently managing one's equities is key to portfolio management. It is unfortunate however, that managing equities is very rarely discussed in the financial planning dialogue. We must truly come to the realization that the stock market of today is not the same stock market our father and grandfather enjoyed. Today, we are dealing with an ever shrinking dollar, manipulating of currencies, terror threats and most recently a reduction in the price of crude oil. All these issues have added to the uncertainty of the markets here and abroad. However, what we do have today to invest with our fathers and grandfathers did not. For example: Exchanged Traded Funds are in mass...exceeding 1,600. Probably too many at this place and time but nonetheless, valuable equities to be applied to a portfolio to gain exposure in areas at a micro level. Pretty neat!

Business keywords: investment advisory, tactical investment, strategic investment, financial planning, equity management, portfolio management, cash position, retirement accounts, ETFs, market uncertainty, investment approach, investment management, financial markets

No funding data available for Lewis & Associates Capital Advisors, LLC yet.

Lewis & Associates Capital Advisors, LLC Alternatives & Competitors

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Lewis & Associates Capital Advisors, LLC vs
Stonebridge Capital Advisors
Stonebridge Capital Advisors United States

Client Led, Partnership Driven.

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Lewis & Associates Capital Advisors, LLC vs
ProNvest, Inc.
ProNvest, Inc. United States

ProNvest provides active management and portfolio optimization for 401(k) and other retirement accou...

Series B
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Lewis & Associates Capital Advisors, LLC vs
Vantage Financial
Vantage Financial United States

Partnering in planning toward your peace, prosperity and purpose for more than 35 years.

12 employees
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FAQ About Lewis & Associates Capital Advisors, LLC

Because Your Investments Should Be Managed
Lewis & Associates Capital Advisors, LLC was founded in 2007.
Lewis & Associates Capital Advisors, LLC is headquartered in Holly Springs, United States.
Lewis & Associates Capital Advisors, LLC operates in Financial Services and Insurance. Its work centres on investment advisory, tactical investment, strategic investment and financial planning.
Lewis & Associates Capital Advisors, LLC has approximately 2 employees.
Top alternatives and competitors to Lewis & Associates Capital Advisors, LLC include Stonebridge Capital Advisors, ProNvest, Inc., Vantage Financial, TCI Wealth Advisors, Legacy Planning Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Lewis & Associates Capital Advisors, LLC and Stonebridge Capital Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Lewis & Associates Capital Advisors, LLC, https://bouncewatch.com/company/la-capital, updated 9 November 2024. When citing, please name BounceWatch and link this page.

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