Our Client-First Process Makes LVW the Right Choice
At LVW Advisors, we are committed to putting our clients first.
We believe the optimal client experience and investment management is achieved through a combination of years of experience, the right resources and continual support and accountability.
- An experienced team. Our senior advisors average more than 23 years of experience, and our team has been together for over a decade.
- A disciplined process. We develop a deep understanding of each client–including their goals, risk tolerance, and income and liquidity needs–and use that information to devise a deep, comprehensive financial plan that forms the basis for all investment decisions.
- 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.
- Accountability. We regularly provide clients with customized reports that track progress and compare results against appropriate benchmarks and peer universes
- A fiduciary commitment. We stand beside you as an adviser you can trust. This commitment is integral to the LVW Advisor mission; and as a Registered Investment Advisor*, we are obligated to place the interests of our clients first.
- Continual support. We are our clients’ first and only call for investment advisory services.
Read more about LVW’s investment philosophy.
Contact us today to find out how we can put you first.