Lewis Capital Management

Lewis Capital Management is an investment advisory firm owned by Charles S. Lewis and Joy M. Lewis, operating out of Fort Myers, Florida. The firm specializes in managing investment portfolios with a strong emphasis on reducing taxes and investment expenses. Portfolios are constructed using a mix of large-cap domestic stocks, institutional bond funds, and indexed mutual funds, tailored to each client's specific cash flow needs, emotional temperament, and tolerance for market volatility. In addition to managing investments, Lewis Capital Management integrates cash flow planning to help clients meet retirement, medical, and inheritance objectives. The firm has discretionary authority to trade on behalf of clients and works closely with custodian Charles Schwab & Co., Inc. for trade execution and asset safekeeping.