LVZ Investment Management Information

We don’t see you as a customer, at LVZ we see you as a colleague. When it comes to your clients, we understand that you know them best. We will proactively work with you to align on a strategy that keeps in mind your client’s unique goals and tolerance to risk. We’ll then use that as a guide for managing their investment accounts, all while keeping you informed and empowering you to nurture your business. We’re more than a money manager. We care about your success, so we couple outstanding money management services with business development collaboration, marketing solutions, and business transition planning for both planned and unexpected events.