67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F 
Institutions
We provide expertise and resources that are structured to protect, manage, and grow institutional assets while ensuring consistent, sustainable alignment with the operating budget.
We navigate the complexity of today’s markets, maintain focus on your vision and steward your assets. Here's what that means for you and your team.
Establishing a clear picture of your institution’s unique needs, including its objectives, timelines, spending policies, risk tolerance and philosophical or ethical considerations.
Identifying the organizational considerations that could put near or intermediate term stress on an otherwise long-term pool of capital.
Building consensus among key decision-makers.
Ensuring alignment of your investment portfolio with the goals and mission of your organization.
Stress-testing portfolios as we seek to best position the institution’s assets to endure variable financial seasons.
Assisting in audit preparation and document retention.
Maximizing technology to put the information you need at your fingertips.
Providing easy-to-read reports on all of your organization’s assets.
A focus on implementation
Experience has shown us that long-term success in investing requires careful implementation. We work to be transparent with you throughout the implementation process, to ensure that your organization knows exactly what we’re doing and why we’re doing it. Our team has a lengthy track record of working with financially sophisticated committees and executive-level officers to put your investment plan to work.
A values-aligned partner
Accomplishing your organizational goals and growing your portfolio is our primary focus. LVW Advisors is organized to deliver on that core principle and to simplify the complexities of an ever-changing world. Not only does LVW provide consulting services to a broad range of nonprofit organizations, but we are also deeply committed to making a difference in underserved areas by supporting initiatives that drive positive change within our community. See our Community Impact page for more information.