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 state-of-the-art 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.
That’s why we spend as much time as it takes to find out all about you. We begin by asking questions that help us gain a clear picture of your institution’s particular needs – your goals and views on risk, issues that must be considered when structuring assets, how your organization makes investment decisions, what, if any, philosophical or ethical considerations will impact your choices and time horizons that need to be considered. The answers to each of these questions will vary from institution to institution, but are essential to developing your unique Investment Policy Statement.
The Investment Policy Statement.
Your IPS provides an objective standard and a meaningful mechanism to chart and measure goals. It’s a way to communicate strategy clearly to all parties so we all know where we stand and agree on where you want to go. With it, we can identify obstacles and necessary revisions. Streamlined, transparent, simple to consult and easy to adjust if your institution’s needs change: That’s the LVW standard.
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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.
That’s why LVW Advisors won’t give you recommendations for timing the market or picking stocks in hopes of finding the next big winner. Instead, we focus on a disciplined diversification approach that supports your organization’s investment objectives.
On the other hand, we also see potential opportunities where inexperienced investors don’t. We balance long-term investing with pragmatism by dynamically adjusting portfolios to better manage risk and take advantage of intermediate opportunities presented by market volatility. Our open-architecture investing gives us the flexibility to evaluate all possible options. To us, the labels of an asset class are far less important than identifying and understanding its contribution to risk vs. return.
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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.
To achieve the most expansive direct access to the latest research, LVW has formed a number of additional relationships with respected research leaders such as Callan Associates, Fund Evaluation Group, Strategic Investment Solutions and more. These relationships give us access to 120 analysts covering all asset classes, as well as the macroeconomic environment, and more than double the number of investment advisors upon whom full due diligence has been conducted.
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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.
We do not believe in one size fits all investment planning. Experience has shown us that long-term success in investing depends upon three attributes: Discipline. Access to Top Managers. Careful implementation.
LVW Advisors emphasizes implementation to preserve the full value created in the asset allocation and manager selection processes. That’s why we evaluate implementation for your situation independently. Crucial to this implementation process is transparency – making sure you see and understand exactly what we’re doing. LVW helps you every step of the way by providing investment education, expert advice and decision support tools.
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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 wealth advisory industry to provide clients with state-of-the-art consolidated performance reporting.
In fact, one of the main strengths of our reporting and a fundamental belief of LVW is accountability. We hold ourselves accountable for every investment recommendation by showing you the value they add to your portfolio.
Our easy-to-read reports allow you to assess all of your investment assets, even those on which we are not advising, and determine whether our approach is helping you to achieve your goals. Your reports are tailored to your preferences, so you can see as little or as much detail as you want — from a portfolio overview to the performance of a specific manager.
We’re busy behind the scenes, too, retrieving, reconciling, measuring and reporting investment results, while continually adjusting for both risk and diversification Combined with face-to-face meetings, our high-tech and high-touch approach truly sets us apart.
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