Lori Van Dusen Joins The Hot Minute to Discuss Portfolio Strategy, Alternative Investments and LVW’s Institutional Approach

LVW Advisors CEO and Founder, Lori Van Dusen, CIMA®, recently joined Ed O’Farrell on The Hot Minute from Real Assets Adviser to share her perspective on portfolio construction, the role of alternative investments and what differentiates LVW’s approach to serving clients. During the conversation, Lori discusses how alternative investments – including private credit, real estate and non-correlated income strategies – can complement traditional portfolios by enhancing return potential while helping to manage risk.

She emphasizes the importance of understanding what you own, noting that effective portfolio construction requires a clear view of underlying exposures, sources of return and how different strategies work together. Lori also highlights LVW’s institutional foundation and multi-generational team, explaining how that experience shapes the firm’s disciplined approach to advising individuals, families and institutions.

Watch the full interview>