LVW Advisors, LLC

LVW Advisors serves high-net-worth individuals, families, trusts, foundations, business entities and institutional clients, including employer-sponsored retirement plans, offering wealth management, financial planning, investment management and consulting. The firm provides discretionary and non-discretionary portfolio management across mutual funds, ETFs and direct securities, and can review and manage held-away accounts and plan investment menus for retirement plans.

The firm implements customized investment plans memorialized in Investment Policy Statements, emphasizing asset allocation, diversification and risk management supported by Monte Carlo simulation and multi-scenario stress testing. LVW uses a mix of independent managers (both passive and active), tactical overlays, and allocations to non‑traditional investments — including hedge funds, private equity, private real estate and commodities — and may place suitable clients into private pooled vehicles.

LVW’s ownership by Focus Financial Partners provides access to affiliated capabilities that are uncommon among peers, including an insurance placement platform (Focus Risk Solutions), recommended private pooled vehicles managed by a Focus affiliate (SCS Capital Management), and access to credit and cash-management solutions facilitated through UPTIQ, with related revenue-sharing arrangements disclosed. The firm notes these affiliations and revenue-sharing relationships as potential conflicts, offers such products on a nondiscretionary basis, and devotes notable resources to researching alternative and private investment strategies.