J. Derek Lewis & Associates, Inc.

j. derek lewis & associates is an independent investment adviser firm established in 1980. we provide investment advisery services through discretionary or non-discretionary investment advice and financial planning. j. derek lewis & associates specializes in designing portfolios around mutual funds and privately managed stock accounts. we interview and carefully select professional portfolio mangers with proven track records and monitor their performance against the client’s long term goals. we also offers a wide range of insurance products, and through our subsidiary broker/dealer, jdl securities corp, we have access to a full spectrum of marketable securities. we work closely with our client’s accountants, attorneys and qualified counsel to achieve a reasoned approach to meeting our client’s goal. we offer highly personalized customer care in order to achieve the maximum degree of satisfaction for our clients. as managing investments becomes more and more complex, sound advice and gu