Our Amazing Team
We are the anchor in your storm. We take pride in helping our clients to accumulate wealth in a manner that is consistent with their individual goals and with the systematic approach that wealth is a life long practice and not a casino.
Zulekha “Zoie” Mir
Executive Manager
I keep the engines running smoothly. I have years of experience managing Real Estate and rental portfolios Meditation, Yoga and Coffee keep me active and centered.
John D. Lewis
CEO / Portfolio Manager
With over 20 years of experience at some of Wall Street’s major firms, I put to work the industry’s best practices to meet your goals. When I’m not at my desk you can usually find me on a walk with my lovely wife or wood-crafting in my workshop.
Camille Cortana TBD
Financial Planner
Investment Strategist
Are you accepting new clients?
Yes, we focus on one client at a time to give them our undivided attention. While we manage the portfolio for all our clients, our planning for you and your family is focused. Please call us or book an appointment through our website.
What are your operating hours?
We are open 9 AM to 4 PM, Monday thru Friday. We’re closed on Saturdays for family and Sunday to honor our faith. Holiday hours may vary, so please call or check our website for specific information on those dates
How long does it take to do a financial plan?
While every family is different, most complete plans range anywhere from 30-90 days. In our initial meeting, the first and most important thing we do is LISTEN. This is your life, your goals and your money.
Do you charge commissions?
No, we are a fee based firm. Your success is our success. We eliminate conflicts of interest and focus on your goals. Our investment team focuses on the trading and portfolio management. .
Do you have a minimum account size to manage?
Yes, while we would love to help every investor, our models are designed for accounts from $100k to $10 Million. Smaller accounts ($50K-99K) are managed by sector and risk goal. This helps both the client and our trading team to avoid fractional anomalies. These accounts are designed for new and small investors; accordingly they work well for small IRAs, Custodial and College savings
Can I pick my own stocks?
Unfortunately, due to the nature of our business, we use a behavioral portfolio model to efficiently balance risk and return across all asset classes. We analyze hundreds of stocks and fixed income instruments every week to filter out speculative or trend based assets. We encourage our clients to bring us ideas to look at a stock or a sector that may seem appealing. Teamwork and diverse ideas uncover many gems.
