Slayton Lewis Inc

Slayton Lewis serves primarily high-net-worth individuals, families, related trusts, corporations, non-profit institutions, and employer retirement plans, offering discretionary portfolio management, financial planning, pension consulting through an affiliate, and optional tax preparation services. The firm requires a $2 million minimum to begin a client relationship and also provides managed strategy options for plan participants and plan sponsors.

The firm's investment approach emphasizes strategic asset allocation and low‑cost index investing informed by modern portfolio theory and mean‑variance optimization, using quantitative models and economic research to construct diversified portfolios. Implementation and monitoring are ongoing, with activities such as tax‑loss harvesting and access to enhanced index funds used to pursue risk‑adjusted returns within client risk tolerances.

Compared with many peers, Slayton Lewis operates with a small advisory team while supervising about $334 million in client assets and roughly 72 client relationships, resulting in relatively high assets per advisor and client. The firm also stands out for operating an affiliated 3(38) pension consulting service for retirement plans and retaining an in‑house certified public accountant to offer integrated tax preparation alongside investment advice; its advisory staff hold professional credentials such as CFP® and CFA®.