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Market Commentary

The Serious Investor: Fall 2017

Welcome; Market Overview and Outlook: Getting From Here To There; LVW News.

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The Serious Investor: Summer 2017

Welcome; Market Overview and Outlook: The Complacency Trap; LVW News.

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The Serious Investor: Spring 2017

Welcome; Market Overview and Outlook: The Case Against 60/40; LVW News.

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The Serious Investor: Winter 2017

Welcome; 2016: The Place Predictions Came to Die; LVW News.

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Press

APRIL 16, 2017 | LVW Advisors named to Barron’s Top 30 Institutional Consultants and profiled in the article: Where the Big Money Gets Its Advice

We are proud to announce that Barron’s recognized LVW’s Institutional Group  as one of the Top 30 Institutional Consulting Teams in America. LVW Advisors was one of just three firms profiled in the article.

To view the article, please click here.

Please see the Disclosures Section for more information on how LVW Advisors was selected.

FEBRUARY 28, 2017 | Lori Van Dusen named to Forbes’ Top 10 Women Wealth Advisors in America

We are pleased to share that Lori Van Dusen was named as one of Forbes’ Top 10 Women Wealth Advisors in America. This inaugural list by Forbes and SHOOK Research features 200 women advisors, who oversee roughly $200 billion in client assets.

For the complete list and more, click here.

Please see the Disclosures Section for more information on how LVW Advisors was selected.

 

AUGUST 31, 2016 | LVW Advisors  named to Barron’s Top 100 Independent Wealth Advisors

We are pleased to share that LVW has been listed again this year in the Barron’s Top 100 Independent Wealth Advisors ranking.  Our firm’s founder, Lori Van Dusen, was impressively ranked  among the top of the prestigious list.

Click Here to View the List

Please see the Disclosures Section for more information on how LVW Advisors was selected.

JULY 5, 2016 | LVW Advisors named to the Financial Times’ list of the top 300 Registered Investment Advisors.

We are proud to announce that in June The Financial Times named LVW Advisors one of the top 300 registered investment advisors in the nation.  The publication scored advisory firms on six criteria, including growth rate of assets under management, advanced industry credentials and compliance records.

LVW was featured for this honor locally in the Rochester Business Journal. Click here to read the article.

Please see the Disclosures Section for more information on how LVW Advisors was selected.

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Articles of Interest

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Events

JUNE 12-13, 2017 | RIA East Investment Forum

Joseph Zappia, Managing Partner and Co-CIO, will be leading the breakout discussion “Out With The Old, In With The New: Asset Classes and Strategies That Can Perform When Traditional Asset Classes Fall Short”.  The session will take place from 9:30 AM – 11:00 AM in the Grand Ballroom on Tuesday, June 13.

Location:
Taj Boston
Boston, MA

MAY 10-12, 2017 | Barron’s Top Institutional Consultants Summit

Lori Van Dusen, CEO, will be a leading the breakout discussion: New Business Strategies for Long-Term Growth.  The breakout session will take place on May 11 at 2:05 PM in Grand Ballroom A.

Location:
Mandarin Oriental
Washington, DC

MARCH 22-24, 2017 | Barron’s Top Independent Advisors Summit

Lori Van Dusen and many of the other Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 22, 2016 issue, were in attendance.

Location:
Ritz Carlton
Orlando, FL