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Does Your Portfolio Reflect Your Values?

July 5, 2023

Rick Van Kuren, Senior Partner and Director of Research at LVW Advisors, outlines the LVW approach to investors’ ESG (Environmental, Social and Governance) options—preferring to give priority to client values rather than potentially biased industry ratings. Read more on the LVW Effect related to client investment strategies, along with Rick’s reaction to Moody’s ESG rankings.

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