{"id":26,"date":"2022-02-22T13:31:43","date_gmt":"2022-02-22T13:31:43","guid":{"rendered":"https:\/\/www.lewiswm.com\/?page_id=26"},"modified":"2022-11-14T18:42:09","modified_gmt":"2022-11-14T18:42:09","slug":"investment-consulting","status":"publish","type":"oi_service","link":"https:\/\/www.lewiswm.com\/services\/investment-consulting\/","title":{"rendered":"Investment Consulting"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Investment consulting is the core offering of the firm and the foundation upon which we build the relationship with our clients<\/strong>.<\/h2>\n\n\n\n<p>The process of investing begins with a sound investment philosophy built on conservative principles that are time-tested. That philosophy lays the foundation for the design of a portfolio, which must also complement and support the client&#8217;s customized financial plan. Finally, the entire investment plan must be correctly executed with patience., discipline, and sound judgment.<\/p>\n\n\n\n<p>All the elements of investment consulting- investment philosophy, portfolio design, and execution &#8211; are equally important and interrelated. The entire process can break down if there is a weakness in any element. For example, having a sound investment philosophy and portfolio design will not help the investor who cannot bring themselves to properly execute their plan.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"it-s-confusing-out-there\"><strong>It&#8217;s confusing out there<\/strong><\/h3>\n\n\n\n<p>There is a deluge of daily \u201cnoise\u201d out there when it comes to the subject of investing. There are many contrasting opinions and prognostications about geopolitics, the economy, and the markets. There are also thousands of different products offered to the retail investor through many marketing channels. Quite frankly, it\u2019s a mess. A good advisor can help you navigate this vast&nbsp; landscape.<\/p>\n\n\n<p>\t\t<div data-elementor-type=\"section\" data-elementor-id=\"2573\" class=\"elementor elementor-2573\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7826a02 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7826a02\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-90f46b9\" data-id=\"90f46b9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-2ee1c5b elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"2ee1c5b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-16a8b4f\" data-id=\"16a8b4f\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-980f514 elementor-widget elementor-widget-menu-anchor\" data-id=\"980f514\" data-element_type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\nbody.elementor-page .elementor-widget-menu-anchor{margin-bottom:0}<\/style>\t\t<div id=\"getstarted\" class=\"elementor-menu-anchor\"><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-83026c1 elementor-posts--thumbnail-top elementor-grid-3 elementor-grid-tablet-2 elementor-grid-mobile-1 elementor-widget elementor-widget-posts\" data-id=\"83026c1\" data-element_type=\"widget\" data-settings=\"{&quot;custom_row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:15,&quot;sizes&quot;:[]},&quot;custom_columns&quot;:&quot;3&quot;,&quot;custom_columns_tablet&quot;:&quot;2&quot;,&quot;custom_columns_mobile&quot;:&quot;1&quot;,&quot;custom_row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;custom_row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"posts.custom\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<link rel=\"stylesheet\" href=\"https:\/\/www.lewiswm.com\/wp-content\/plugins\/elementor-pro\/assets\/css\/widget-posts.min.css\">      <div class=\"ecs-posts elementor-posts-container elementor-posts   elementor-grid elementor-posts--skin-custom\" data-settings=\"{&quot;current_page&quot;:1,&quot;max_num_pages&quot;:1,&quot;load_method&quot;:&quot;&quot;,&quot;widget_id&quot;:&quot;83026c1&quot;,&quot;post_id&quot;:26,&quot;theme_id&quot;:2573,&quot;change_url&quot;:false,&quot;reinit_js&quot;:false}\">\n      \t\t<article id=\"post-28\" class=\"elementor-post elementor-grid-item ecs-post-loop post-28 page type-page status-publish has-post-thumbnail hentry\">\n\t\t\t\t<div data-elementor-type=\"loop\" data-elementor-id=\"2590\" class=\"elementor elementor-2590 post-28 page type-page status-publish has-post-thumbnail hentry\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<style>#post-28 .elementor-2590 .elementor-element.elementor-element-30482358:not(.elementor-motion-effects-element-type-background), #post-28 .elementor-2590 .elementor-element.elementor-element-30482358 > .elementor-motion-effects-container > .elementor-motion-effects-layer{background-image: url(\"https:\/\/www.lewiswm.com\/wp-content\/uploads\/2022\/10\/Colorado-Aspen-Trees.jpg\");}<\/style>\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-30482358 elementor-section-height-min-height elementor-section-items-stretch elementor-section-content-middle service-loop elementor-section-full_width elementor-section-height-default\" data-id=\"30482358\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-74f3e3e8\" data-id=\"74f3e3e8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-23dd9931 card-title elementor-widget elementor-widget-uael-infobox\" data-id=\"23dd9931\" data-element_type=\"widget\" data-widget_type=\"uael-infobox.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n<div class=\"uael-module-content uael-infobox uael-imgicon-style-normal  uael-infobox-center  infobox-has-icon uael-infobox-icon-above-title  uael-infobox-link-type-module\">\n\t<div class=\"uael-infobox-left-right-wrap\">\n\t\t\t\t\t<a href=\"https:\/\/www.lewiswm.com\/investment-philosophy\/\" class=\"uael-infobox-module-link\"><\/a>  \n\t\t\t\t\t\t\t<div class=\"uael-infobox-content\">\n\t\t\t\t\t\t\t<div class=\"uael-module-content uael-imgicon-wrap \">\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class='uael-infobox-title-wrap'><h3 class=\"uael-infobox-title elementor-inline-editing\" data-elementor-setting-key=\"infobox_title\" data-elementor-inline-editing-toolbar=\"basic\" >Investment Philosophy<\/h3><\/div>\t\t\t\t\t\t\t\t\t<div class=\"uael-infobox-text-wrap\">\n\t\t\t\t<div class=\"uael-infobox-text elementor-inline-editing\" data-elementor-setting-key=\"infobox_description\" data-elementor-inline-editing-toolbar=\"advanced\">\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f03fdda elementor-align-center card-btn elementor-widget elementor-widget-button\" data-id=\"4f03fdda\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.lewiswm.com\/investment-philosophy\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<article id=\"post-2574\" class=\"elementor-post elementor-grid-item ecs-post-loop post-2574 oi_service type-oi_service status-publish has-post-thumbnail hentry\">\n\t\t\t\t<div data-elementor-type=\"loop\" data-elementor-id=\"2590\" class=\"elementor elementor-2590 post-2574 oi_service type-oi_service status-publish has-post-thumbnail hentry\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<style>#post-2574 .elementor-2590 .elementor-element.elementor-element-30482358:not(.elementor-motion-effects-element-type-background), #post-2574 .elementor-2590 .elementor-element.elementor-element-30482358 > .elementor-motion-effects-container > .elementor-motion-effects-layer{background-image: url(\"https:\/\/www.lewiswm.com\/wp-content\/uploads\/2022\/10\/flowers-overlooking-water.jpg\");}<\/style>\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-30482358 elementor-section-height-min-height elementor-section-items-stretch elementor-section-content-middle service-loop elementor-section-full_width elementor-section-height-default\" data-id=\"30482358\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-74f3e3e8\" data-id=\"74f3e3e8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-23dd9931 card-title elementor-widget elementor-widget-uael-infobox\" data-id=\"23dd9931\" data-element_type=\"widget\" data-widget_type=\"uael-infobox.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n<div class=\"uael-module-content uael-infobox uael-imgicon-style-normal  uael-infobox-center  infobox-has-icon uael-infobox-icon-above-title  uael-infobox-link-type-module\">\n\t<div class=\"uael-infobox-left-right-wrap\">\n\t\t\t\t\t<a href=\"https:\/\/www.lewiswm.com\/services\/portfolio-design\/\" class=\"uael-infobox-module-link\"><\/a>  \n\t\t\t\t\t\t\t<div class=\"uael-infobox-content\">\n\t\t\t\t\t\t\t<div class=\"uael-module-content uael-imgicon-wrap \">\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class='uael-infobox-title-wrap'><h3 class=\"uael-infobox-title elementor-inline-editing\" data-elementor-setting-key=\"infobox_title\" data-elementor-inline-editing-toolbar=\"basic\" >Portfolio Design<\/h3><\/div>\t\t\t\t\t\t\t\t\t<div class=\"uael-infobox-text-wrap\">\n\t\t\t\t<div class=\"uael-infobox-text elementor-inline-editing\" data-elementor-setting-key=\"infobox_description\" data-elementor-inline-editing-toolbar=\"advanced\">\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f03fdda elementor-align-center card-btn elementor-widget elementor-widget-button\" data-id=\"4f03fdda\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.lewiswm.com\/services\/portfolio-design\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<article id=\"post-1211\" class=\"elementor-post elementor-grid-item ecs-post-loop post-1211 page type-page status-publish has-post-thumbnail hentry\">\n\t\t\t\t<div data-elementor-type=\"loop\" data-elementor-id=\"2590\" class=\"elementor elementor-2590 post-1211 page type-page status-publish has-post-thumbnail hentry\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<style>#post-1211 .elementor-2590 .elementor-element.elementor-element-30482358:not(.elementor-motion-effects-element-type-background), #post-1211 .elementor-2590 .elementor-element.elementor-element-30482358 > .elementor-motion-effects-container > .elementor-motion-effects-layer{background-image: url(\"https:\/\/www.lewiswm.com\/wp-content\/uploads\/2022\/10\/Colorado-Blue-Columbine.jpg\");}<\/style>\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-30482358 elementor-section-height-min-height elementor-section-items-stretch elementor-section-content-middle service-loop elementor-section-full_width elementor-section-height-default\" data-id=\"30482358\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-74f3e3e8\" data-id=\"74f3e3e8\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-23dd9931 card-title elementor-widget elementor-widget-uael-infobox\" data-id=\"23dd9931\" data-element_type=\"widget\" data-widget_type=\"uael-infobox.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n<div class=\"uael-module-content uael-infobox uael-imgicon-style-normal  uael-infobox-center  infobox-has-icon uael-infobox-icon-above-title  uael-infobox-link-type-module\">\n\t<div class=\"uael-infobox-left-right-wrap\">\n\t\t\t\t\t<a href=\"https:\/\/www.lewiswm.com\/avoid-these-investing-mistakes\/\" class=\"uael-infobox-module-link\"><\/a>  \n\t\t\t\t\t\t\t<div class=\"uael-infobox-content\">\n\t\t\t\t\t\t\t<div class=\"uael-module-content uael-imgicon-wrap \">\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class='uael-infobox-title-wrap'><h3 class=\"uael-infobox-title elementor-inline-editing\" data-elementor-setting-key=\"infobox_title\" data-elementor-inline-editing-toolbar=\"basic\" >Avoid These Investing Mistakes<\/h3><\/div>\t\t\t\t\t\t\t\t\t<div class=\"uael-infobox-text-wrap\">\n\t\t\t\t<div class=\"uael-infobox-text elementor-inline-editing\" data-elementor-setting-key=\"infobox_description\" data-elementor-inline-editing-toolbar=\"advanced\">\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f03fdda elementor-align-center card-btn elementor-widget elementor-widget-button\" data-id=\"4f03fdda\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.lewiswm.com\/avoid-these-investing-mistakes\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Learn More<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Investment consulting is the core offering of the firm and the foundation upon which we build the relationship with our clients. The process of investing begins with a sound investment philosophy built on conservative principles that are time-tested. That philosophy lays the foundation for the design of a portfolio, which must also complement and support [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2293,"parent":0,"menu_order":1,"template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_service_cat":[],"_links":{"self":[{"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/oi_service\/26"}],"collection":[{"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/oi_service"}],"about":[{"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/types\/oi_service"}],"author":[{"embeddable":true,"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":13,"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/oi_service\/26\/revisions"}],"predecessor-version":[{"id":2782,"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/oi_service\/26\/revisions\/2782"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/media\/2293"}],"wp:attachment":[{"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/media?parent=26"}],"wp:term":[{"taxonomy":"oi_service_cat","embeddable":true,"href":"https:\/\/www.lewiswm.com\/wp-json\/wp\/v2\/oi_service_cat?post=26"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}