Wood Adam

Lewis Capital Management is a boutique investment firm based in Beverly Hills, California, specializing in asset management for high net worth individuals, family groups, and institutions. With approximately $160 million in assets under management as of December 31, 2022, they employ a value-based equity philosophy and offer a range of portfolio options, including equity, fixed income, and balanced portfolios. Committed to providing personalized services, Lewis Capital works closely with each client to determine the optimal mix of equity and fixed income assets based on their objectives and current financial situations. They also maintain regular communication with clients' accountants, attorneys, and business managers to ensure a seamless integration of professional services.Generated from the website

First Fidelity, based in Gulfport, MS, is a financial services firm that offers a range of solutions to help individuals and businesses manage their assets and investments. With a focus on providing personalized financial advice and strategic planning, First Fidelity aims to assist clients in achieving their long-term financial goals and securing their financial future.Generated from their business information