A Passion to See Our Clients Succeed
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 Services
We were originally established to assist the Lewis family office in guiding the investments of Equity Edge, his family, and related entities. We began to welcome outside clients with no specified minimum into our extended family in order to share the services that we carefully developed. We are committed to protecting and growing client assets along with our own.
We continue to explore markets and countries for the best investments for all our clients.
We develop an investment strategy for each client and, if requested, manage their portfolio.
We are very focused on avoiding conflicts of interest. Consequently we do not engage in other businesses or offer a variety of services at higher fees.
