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LVW CEO Lori Van Dusen Featured in Fortune on 60-40 Portfolio Insights

November 27, 2023

Founder and CEO of LVW Advisors, Lori Van Dusen, recently had an engaging discussion with Fortune about one of the most popular investing strategies in U.S. history—the 60-40 portfolio. She shares her distinctive approach, highlighting that the classic 60-40 portfolio isn’t the default choice for LVW. Instead, her team sets out to examine clients’ profiles and delve into their risk tolerance before crafting a portfolio tailored to each individual’s goals.

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