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LVW knows that you have your own mission, objectives and goals. And with the added challenges that come with managing wealth in changing times, you need an investment firm that is innovative and proactive.  One that constantly questions what is and tirelessly searches for what can be, with the skill to integrate new perspectives with tried and true practices, and the wisdom to take a long term approach.

Thought leadership and the willingness to pursue new opportunities are the foundations of LVW Advisors. Over 20 years ago, our team pioneered the open architecture approach to investing, now standard practice among many wealth advisors. Around the same time, we also began utilizing Monte Carlo Simulation, and were early adopters of alternative asset class investments. And we were among the first to bring our clients the value of advanced consolidated performance reporting.

Client Assessment:  Building a serious relationship.

How can we map out a serious investment strategy if we don’t know your institution’s particular objectives, timelines, spending policies and risk tolerance inside and out? Quite simply, we can’t.

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Asset Allocation:  Navigating any market for optimal returns.

You’re looking for the best possible returns whatever the market. Our job is to find them for you.

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Research: Critical to your investment success.

We believe sound investment advice is the result of solid research and experienced analytical skills coupled with an in-depth understanding of your objectives.

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Portfolio Implementation:  Putting the pieces together.

A great plan is only as good as its implementation. At LVW Advisors, our team has a strong track record of working with financially sophisticated committees and executive-level officers to put your investment plan to work.

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Performance Reporting:  The whole picture on a silver platter.

You know how complex institutional portfolios can be with their array of asset classes, alternative investments and multiple investment entities.

We do, too, which is why our team was among the first in the investment consulting industry to provide clients with advanced consolidated performance reporting.

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