Call 1.866.825.3005 for more information
- Founded 2008
- Company Name Gerard Wealth
-
Website
http://gerardwealth.com -
Blog
http://www.marketwatch.c… - 1701 E. Cedar St.
- Suite 102
- Olathe
- Kansas
- 66062
- Company website showcasing …
John Gerard Lewis
Investment Adviser
The paramount investment philosophy of Gerard Wealth Management, Inc. is to not subject invested capital to undue risk. The manager has more than 30 years of investing experience.
Investment style
The firm has a philosophical bias towards security of invested capital, a philosophy that naturally is adjusted according to the objective of each portfolio under management. For example, a portfolio that is strictly for income purposes will be designed with a substantial level of principal protection, while a growth-oriented portfolio will take a higher level of risk. However, in no case does the firm engage in speculative, high-risk investing.
How I got started
The firm was established in 2008 by John Gerard Lewis after a personal investing career of more than 30 years.
Investment models
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John Gerard Lewis Stable High Yield
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Multi Asset Class
- Geography US
- Style Yield
Performance-
2.6%90 day
-
10.4%365 day
Avg. Sub.-
2.1%90 day
Monthly vs S&P500-2.8% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
Why we bought a position in the DoubleLine Income Solutions Fund
12 May 2013
DoubleLine's Jeff Gundlach has been a stellar bond performer.
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