Curran and Lewis Investment Management Advertising Profile
Curran and Lewis Investment Management Company Overview:
Lewis & Mathews Investment Management, Inc. is an Investment Counseling firm, registered under the Investment Advisor's Act of 1940. The company is dedicated to managing the assets of individual clients and their businesses. The overall philosophy of the firm is to manage assets in a conservative fashion, taking into consideration that there are diverse economic climates that may make financial enhancement most challenging. It is our personal belief that there is no such thi ng as a perfect investment, as they all have advantages and disadvantages. We therefore construct a varied asset base for our clients in an effort to capitalize on these differences. Over the years we have developed sophisticated principles of diversification (which differ from many firms that profess to do likewise), and we apply strict discipline to impose and maintain them. We believe strongly in treating our clients well and with the highest moral behavior. Our Code of Ethics is in writing. We do not change clients' investments capriciously, but only when necessary and after careful analysis. Any one of many factors will cause us to reappraise holdings: economic events; tax law changes; investment differentials; a change in a client's personal situation such as family structure, age, goals, gifts or inheritances, occupation or retirement, or overall financial condition, to name a few. (There are over twenty different parameters we examine and many hundreds of permutations.) Any of these situations will call for a special review over and above the normal examinations. We analyze our clients' accounts on a regular basis. Every month we perform a different type of account inspection. We also scrutinize each asset held by our clients on a continual basis. Should we feel an action is necessary, we do not wait for the monthly review, but instead transact the appropriate action at that juncture. Our clients have the option of telling us how they would like their investments managed. They enjoy complete freedom from concern about the ...
Primary Address
555 Twin Dolphin Drive
Redwood City, CA 94065
Curran and Lewis Investment Management Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Curran and Lewis Investment Management. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Curran and Lewis Investment Management's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Curran and Lewis Investment Management have?
Curran and Lewis Investment Management has 1 unique brands.
How much does Curran and Lewis Investment Management spend on media?
It is unknown how much Curran and Lewis Investment Management spends on media.
Curran and Lewis Investment Management Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Curran and Lewis Investment Management marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Curran and Lewis Investment Management?
The chief marketing officer at Curran and Lewis Investment Management is N/A.
How big is the Curran and Lewis Investment Management Marketing Team?
There are 1 staff members currently involved in marketing for Curran and Lewis Investment Management.
Curran and Lewis Investment Management Ad Spend 2025
This section digs into the specifics of the advertising spend at Curran and Lewis Investment Management and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Curran and Lewis Investment Management Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Curran and Lewis Investment Management, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Curran and Lewis Investment Management Media Mix
Explore a detailed breakdown of the last 12 months media spending for Curran and Lewis Investment Management across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
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Curran and Lewis Investment Management Social Media Marketing Ad Spend
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