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

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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Community

Lori Van Dusen Honored with 2024 ICON Award for Leadership and Community Impact

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In the News

Lori Van Dusen Discusses Economic Outlook and Market Risks with U.S. News and World Report

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LVW team members at holiday employee party

Team Highlights

LVW Advisors Team Enjoy Holiday Employee Event

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