Andrew Lewis, CIMA®, CMFC® , AAMS®

Managing Principal/Chief Compliance Officer/Investment Adviser

Andrew helps clients construct and review broadly diversified portfolios based on their needs and risk tolerance. By adding structure, objectivity and diversification to a client's portfolio, he assists clients in avoiding emotional decisions that may lead to poor results. His candid style of discussing the merits and the drawbacks of investments to enable clients to better understand the pros and cons of different strategies. His investment philosophy and methodologies have evolved over his 20+ years of experience working with high-net-worth clients. Whether constructing a municipal bond portfolio, advising on wealth transfer issues or helping with executive stock options, he brings informed skills to the complex and varied investment planning needs of his clientele.

Andrew holds the CIMA® (Certified Investment Management Analyst®)* designation from the Executive Education Program at the University of Pennsylvania's Wharton School of Business. He also holds both the AAMS® (Accredited Asset Management Specialist℠)** and CMFC® (Chartered Mutual Fund Counselor℠)** designations for completing coursework offered through the College of Financial Planning in Denver, Colorado. Andrew is a member of the Investment Management Consultants Association and the Washington Association of Money Managers. He is also a member of The Capital Society.

Andrew is a native of the Washington, DC area and a graduate of the University of Maryland. He is a contributing author to the book, Ways and Means: Maximize Your Retirement Dollars. 

Andrew enjoys travel, fly fishing, golf, and spending time with family.

 

*Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals. [and/or requirements for “wealth advisors” and/or “investment strategists” and/or “investment management consultants” or in case of multiple certifications, “requirements for certification.”

**Accredited Asset Management Specialist℠, AAMS®, and the AAMS® logo and Chartered Mutual Fund Counselor℠, CMFC® and the CMFC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

 

Phone 703-288-1272