Investment Management Strategies
"Past Performance is No Guarantee of Future Results" is in every disclosure in the financial industry, and it's true. But everybody in the industry will show you the past performance of the investment.
At Lewis Wealth Management Group we believe in forward looking due diligence. We look at how we think an investment will do going forward.
As fiduciaries it's our job to understand our clients investment objectives and risk tolerance.
Our investment process is an emotionless decision making process that doesn't allow getting caught up in headlines or stories. Decisions and investments are made through a series of factors.
Our primary strength is our ability to manage risk. We assume responsibility of watching your investments, analyze risk levels, and make adjustments accordingly. We want to accumulate wealth in bull markets and preserve wealth in bear markets.
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Lewis Wealth Management Group
2506 Galen Drive Suite 104
Champaign IL 61821
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Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/. Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
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