Our Commitment to Serious Investing
LVW believes in the acquisition of in-depth market analysis. The holistic embrace of client service. An open-source business model that frees us to anticipate your needs. And last but not least, hard-won independence that brings our model to life. The market is filled with people who are willing to tell you what they think but we built LVW to show you what we believe in. That is, the ability to solve institutional and individual client problems holistically, an open-sourced platform that delivers the customized and sophisticated solutions our clients expect and deserve, and a talented team of industry-recognized advisors with a proven ability to deliver results.
Not Just Theory.
Our principles have launched Lori Van Dusen into the elite cadre of Barron’s top financial advisors and are the basic tenets of LVW’s approach to increasing client wealth. They are also the reason why publications such as Institutional Investor, Barron’s, and Research Magazine have recognized our team as among the best in the industry.
We Owe You More Than A Hunch.
Our structure at LVW is such that we have greater confidence in the market scenarios we develop, and through stress testing them we can buffer downside risk. As Lori Van Dusen & Joe Zappia realized two decades ago, whether family or institution, the growth of your portfolio must be our primary focus. LVW is organized to deliver on that core principle and to take it beyond opinion to become a deeply held conviction.