67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
Knowledge speaks.
Wisdom listens.
At LVW, we believe the best advice starts with listening.
We are committed to putting our clients first in all aspects of our work.
An experienced team
Our senior advisors average more than 23 years of experience and our senior team has been together for over a decade serving both institutions and wealthy families and individuals.
Accountability
We regularly provide clients with customized reports that track progress and compare results against appropriate benchmarks and peer universes.
A disciplined process
We develop a thorough understanding of each client – including their goals, risk tolerance, and income and liquidity needs – and use that information to devise a comprehensive financial plan that forms the basis for all investment decisions.
A fiduciary commitment
We stand beside our clients as trusted adviser. This commitment is integral to the LVW Advisors mission; and as a Registered Investment Adviser*, we are obligated to place the interests of our clients first.
Deep resources
We use our open-source research platform to collect varied, sophisticated and nuanced views on the markets, and use that information as we seek to build and maintain truly diversified portfolios that emphasize our best ideas. We are not beholden to any group of funds or financial products; we use passive strategies where they make sense and active management where we have high conviction that it will add value.
Continual support
We are committed to guiding our clients through life’s financial milestones, adapting their strategies as circumstances change and providing support during both prosperous and challenging times. Our goal is to be our client’s “first call.”
Our Investment Philosophy
Diversification is a simple yet powerful tool.
Complexity is often disguised as diversification. We only add asset classes when we believe they will enhance long-term results.
A value orientation provides a margin of safety.
Our decisions are grounded in our value orientation. We seek to avoid overpaying. The human factor can make markets irrational, creating opportunities for disciplined investors.
Discipline means using history and valuation metrics as a guide.
While history doesn’t always repeat itself, rarely is it true that “this time is different.” Focus on long-term results rather than short-term performance. Rebalance systematically.
Achieving real returns requires attention to inflation, taxes, and expenses.
Long-term inflation will erode the value of investment assets. Tax-inefficient investments can destroy long-term results. Investment expenses are a drag on portfolio returns. We take all of these facts into consideration when building the right portfolio to support your goals.
Community Impact
We are passionate about the arts, education, and health and wellness issues. And we’re proud to be able to make a difference in the local underserved areas by underwriting and supporting initiatives that make a difference in our community.
Our team members at LVW have been involved with the following organizations:
Doing Good While Doing Well
The research team at LVW Advisors recently wrote a whitepaper covering the topic of Responsible Investing. Inside this resource, you will learn how to identify the issues that are most important to you and how to integrate your views and values into your investment portfolio.
