Investment Philosophy

At Lewis Wealth Management, our investment philosophy is based upon certain underlying principles:


The most important thing about an investment philosophy is to have one.

The following links are designed to help understand those principles.

  1. Investing, not speculating
  2. Proper diversification
  3. Asset allocation
  4. Risk management

Lack of Discipline

All too often, investors do not have an underlying philosophy about investing.  This can lead the investor astray at precisely the wrong time.  For example, during the tech stock bubble, many investors loaded up on tech stocks as returns skyrocketed.  When the bubble burst, they sustained heavy losses.  If those investors had maintained and followed a policy of proper diversification, their losses could have been much lower.