At LVW Advisors, we specialize in managing the financial intricacies that considerable wealth requires. We begin by sitting down with you to discuss your wishes, needs and plans for your money and your life Our dedicated team of analysts then evaluates the universe of investments, structures, and managers, while at the same time, analyzing the potential risks, expected returns and tax implications of each approach.
We marry the science of math and the art of investing, adding just the right mix of rigorous research and objectivity to build you a portfolio specifically designed to reach your goals.
Customizing your plan: Making it uniquely yours
You’re one-of-a-kind and your investment portfolio should be, too. Which is why, at the start of our relationship, we craft an Investment Policy Statement (IPS) suited to your objectives, circumstances and risk tolerance.
Investment Policy Statement
The IPS is result of detailed face-to-face interviews and takes into account personally specific criteria, such as: return objectives, time horizon, liquidity needs, current cash flow and terminal value goals, risk tolerance and legal and regulatory parameters.
It lays out clear, well-defined goals that ensure we all know where we stand and agree on where you want to go. Streamlined, transparent, and easy: That’s the LVW standard.
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Managing risk: Staying within your personal comfort zone
Unlike many other financial advisors who view risk as the necessary corollary to return, LVW takes a more strategic view. We know our clients regard risk in relation to their ability to achieve goals: Maintaining a lifestyle. Providing for others less fortunate. Leaving a legacy that transcends liquid wealth.
Any investment strategy we develop considers the risk to these goals – right along with cash flow, inflation and tax concerns.
Through our experience and specialization in ultra-high net worth portfolios, we’ve developed innovative ways to enhance your wealth while attempting to protect your irreplaceable capital.
Using proprietary tools, we’ll show you potential scenarios so you’ll be able to see associated risks and returns before committing to them. And we’ll never invest your money in a vehicle that makes you nervous because, after meeting your objectives, our next priority is making sure that you sleep well at night.
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Safeguarding assets: Making your plan adaptable
LVW Advisors is committed to safeguarding your assets. We continuously monitor our system of checks and balances to adapt to the ever-changing financial environment. That way your portfolio can stay a step ahead of the market.
Here’s how we do it:
Third party custodians
The assets we manage for you are held by a third-party custodian in your name. The custodian’s role is to maintain and safeguard your assets and execute the investment transactions that we recommend. This secure system of checks and balances between LVW, the investment managers and the third party custodian is designed to minimize your exposure to risk and fraud.
Audits
LVW Advisors is subject to regular and rigorous audits. As such, we are subject to external audits conducted by an independent auditing firm, currently KPMG, LLP. In addition, LVW is regulated by and subject to examinations by the Securities and Exchange Commission (SEC).
Asset Allocation: Building, growing and protecting your wealth
LVW brings sharp, balanced thinking into asset allocation. You’ll never get recommendations for timing the market, stock picking, or investing it all in the next big thing. Instead we focus on disciplined diversification that supports your lifestyle as it evolves.
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Manager Search & Selection: The difference a good manager makes
LVW considers manager selection and due diligence critical in constructing and sustaining your optimal portfolio.
We draw upon numerous analytical tools and a database of thousands of investment and hedge fund managers. Then we give them the freedom and flexibility to do what they do best – capture opportunities while managing risk.
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Portfolio Maintenance: Making it is only half the battle
Many firms can manage wealth. LVW Advisors brings the energy, expertise, and integrity needed to manage it well.
Our boutique-style approach provides you with personal, well-researched access to almost every financial service, investment strategy and product from any significant provider available. But if you do have questions, just call us and we’ll provide accurate information and strong advice. And with no commissions and no agendas, you can be sure that advice will always be objective.
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Performance Reporting: Keeping tabs on your portfolio
You want to know every last detail. But you don’t want to get bogged down in them. Our consolidated performance reporting is designed to do just that. We strive to provide you with the perfect blend of high-tech and high-touch.
LVW’s performance reporting gives you the best of both worlds — relevant, timely information from one quick-glance master source. Behind the scenes, we’re busy retrieving, reconciling and measuring your data. Our proprietary analytic process enables us to measure manager performance against relevant benchmarks, broad-market indices and their peers. The result of all of this sweat, brainpower and technology: a complete, consolidated report we believe to be unsurpassed in the industry.
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Collateralized lending and other lending services: What are your dreams?
Your dreams are as unique as you are. Boats. Planes. A Tuscan villa. A new business venture. A bequest. LVW offers the special expertise and market position to help finance whatever you can imagine.
To make collateralized lending work, you need a respected market partner who has strong relationships with financial institutions and credit providers across the industry. LVW combines our lending and negotiating expertise with the bargaining muscle of our collective assets under management to provide you with powerful borrowing potential. So you’ll get rates typically only the largest institutional borrowers can secure. Which makes LVW’s strength and connections a smart option for collateralized loan services.
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Philanthropy: Sharing your wealth with those less fortunate.
At your wealth level, giving back is more complicated than just signing a check. Making sure that all you give really gets to your goal is something LVW does effortlessly.
We’ll help you craft your philanthropic strategy and find which charitable causes are legitimate and how effectively they use donated dollars. We are familiar with the variety of charitable vehicles available to you, from foundations to endowments — and the trusted experts you can use to establish and maintain these vehicles. We’ll also consider tax efficiencies in any investment recommendations we make to help you maximize your impact and protect your future assets. And you’ll leave a legacy of humanitarian good will for the causes you care about most.
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Estate & Tax Planning: Ensuring your wealth lives on
You’ve worked hard to create a legacy for your family. And you don’t want to lose a big portion of it to the IRS. With LVW, you won’t have to.
We know how to incorporate tax-savvy decisions to protect your portfolio. We can strategically incorporate into your portfolio tax-enhanced index funds, tax-deferred entities and investments managed by professionals who believe in holding concentrated portfolios and/or low portfolio turnover. And we’re always on the lookout for tax-loss harvesting opportunities.
We also take tax implications into account when recommending any investment strategies. LVW places your investments into the appropriate entities for estate planning and wealth transfer, to ensure that you pass along as much of your irreplaceable capital to your family or your charity, not to Uncle Sam.
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