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Investment Philosophy

May 7, 2020
admin
blog, Investment Management
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As a financial planner, I have strong convictions when it comes to my investment philosophy. I want my clients to invest in a way that is consistent with their risk tolerance and time horizons in a cost-effective manner. Ultimately, success…

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Michael Lewis created Tutor Financial after a 30 plus year career in financial services as a Chartered Financial Analyst (CFA). He is an experienced professional, offering insights on investment products, strategies, and risk management.

His major career achievements include serving as a portfolio manager for a leading Canadian Investment Firm with ~$1 Billion in assets under management, managing multi-million-dollar budgets, and developing customized risk management solutions.

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    Disclosure

    Michael Lewis, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. Tutor Financial, LLC and Cambridge are not affiliated.

    Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc, a Registered Investment Adviser

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