LVW Advisors CEO and Founder Lori Van Dusen, CIMA®, recently spoke with Barron’s on how financial advisors are reassessing the role of cryptocurrency in client portfolios amid renewed market volatility. She highlighted the importance of client education, disciplined allocation, and evaluating crypto through a long-term, generational lens. Describing crypto as a “mature venture investment,” Lori underscored the range of risks involved – including market, regulatory, custody, liquidity, and capital risk – and noted that while crypto can play a strategic role for some families, thoughtful client fit remains central to any allocation decision.
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
