Robert Lewis
Robert Lewis
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ABOUT
Robert Lewis has been a practicing attorney in New York since 1972. Prior to become an attorney Robert worked as a stock broker for an over the counter trading firm known as M.L. Lee & Co.. Although he has a successful practice, Robert's primary source of accumulated wealth has always been from finding market niches. His prior area of interest had been the publicly held limited partnerships promoted in the 1980s.
Robert has been a member of The New York Board of Trade, Comex, American Stock Exchange, Philadelphia Stock Exchange, Minneapolis Grain Exchange, Chicago Stock Exchange and the Winnipeg Commodities Exchange. He has passed the Series 3, 7, 63 and 65 exams and is presently registered as an Investment ...More Advisor.
Robert has been focused on closed end funds for the past 3 years, although he has been following and investing in them for over 30 years. Robert feels strongly that CEFs offer great opportunity and are superior to Hedge Funds or Private Equity as an alternative asset investment. Closed End Funds offer great opportunity with reduced risk.
Robert Lewis has been involved in investment management for others for the past five years. All funds are segregated into seperate brokerage accounts, designated and set up by the client. Most clients have elected to use Fidelity, Vanguard or Schwab as their brokers. A fee of one (1%) per cent per annum is charged with the client being billed quarterly. There are no minimum account sizes.
He can be reach at:
Robert L. Lewis
7 Penn Plaza - Suite 1602
New York, N.Y. 10001
212-721-7353 Extension 230
212-721-7259 (fax)
RobertLewisESQ@aol.com
Robert has been a member of The New York Board of Trade, Comex, American Stock Exchange, Philadelphia Stock Exchange, Minneapolis Grain Exchange, Chicago Stock Exchange and the Winnipeg Commodities Exchange. He has passed the Series 3, 7, 63 and 65 exams and is presently registered as an Investment ...More Advisor.
Robert has been focused on closed end funds for the past 3 years, although he has been following and investing in them for over 30 years. Robert feels strongly that CEFs offer great opportunity and are superior to Hedge Funds or Private Equity as an alternative asset investment. Closed End Funds offer great opportunity with reduced risk.
Robert Lewis has been involved in investment management for others for the past five years. All funds are segregated into seperate brokerage accounts, designated and set up by the client. Most clients have elected to use Fidelity, Vanguard or Schwab as their brokers. A fee of one (1%) per cent per annum is charged with the client being billed quarterly. There are no minimum account sizes.
He can be reach at:
Robert L. Lewis
7 Penn Plaza - Suite 1602
New York, N.Y. 10001
212-721-7353 Extension 230
212-721-7259 (fax)
RobertLewisESQ@aol.com
SNAPSHOT
- Description: Registered investment advisor. Trading frequency: Monthly
- Interests: ETFs, Forex, Mutual funds, REITs
COMPANY
Robert L Lewis
We specialize in the management of seperate accounts invested primarily in closed end funds and publicly held private equity funds. We seek those funds with superior management that are selling at discounts from net asset value. We have been doing this for several years and have successfully ...More
outperformed the market indexes.
This is not an absolute return strategy. When the market goes down so will our portfolios. Futhermore, we will never outperform or underperform the market indexes by any susbstantial amount. On average, we can outperform the market by approximately 500 basis points annually. This does not sound like much, but it is superior to most other investment managers.
Our average portfolio consists of 20 to 30 individual holdings. The shear diversity of all the combined portfolios of our holdings adds a degree of safety and enhances diversification. Although we are not attuned to any specific market strategy, we do prefer equities to fixed income and seek out funds with opportunistic strategies.
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