Description

• J. Derek Lewis & Associates is an independent investment adviser firm established in 1980. We provide investment advisery services through discretionary or non-discretionary investment advice and financial planning.J. Derek Lewis & Associates specializes in designing portfolios around mutual funds and privately managed stock accounts. We interview and carefully select professional portfolio mangers with proven track records and monitor their performance against the clients long term goals.We also offers a wide range of insurance products, and through our subsidiary Broker/Dealer, JDL Securities Corp, we have access to a full spectrum of marketable securities. We work closely with our clients accountants, attorneys and qualified counsel to achieve a reasoned approach to meeting our clients goal.We offer highly personalized customer care in order to achieve the maximum degree of satisfaction for our clients. As managing investments becomes more and more complex, sound advice and guidance becomes increasingly valuable. We strive to exceed our clients expectations in order to establish a new standard of excellence in the industry.We integrate the goals of the organization with the efforts of senior management, the board of directors, and legal and tax counsel. We then design portfolios for our corporate clients and charitable non-profit accounts. We assist in growing these accounts with a keen eye toward maximizing tax advantages and meeting fiduciary requirements.
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  Headquarters:1001 Dove Street Suite 155, Newport Beach, California, United States

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  Phone Number: +1 949-752-9096

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  Website: https://www.jdla-advisers.com

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  Employees:10

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  Revenue:$1 - 10M

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  Legal Name:J. Derek Lewis & Associates, Inc.

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• |  NAICS Code: 541618  |

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