LVS Advisory is a boutique investment firm focused on providing active investment management services for individuals, families, and institutions.
Why LVS Advisory
❖ LVS Advisory offers high-performance investment strategies.
❖ Separate accounts are held in the client’s name providing full transparency into portfolio holdings.
❖ Our managers invest alongside clients in the same investment strategies — our success is aligned with our clients.
Active Investment Management Services
LVS Advisory actively manages two investment strategies.
Event-Driven portfolio
The LVS Event-Driven Portfolio is an absolute return strategy focused on capital preservation. The strategy makes event-driven investments in stocks, bonds, and bond-like securities. Since inception, the LVS Event-Driven Portfolio has delivered attractive returns with limited volatility or correlation to the stock and bond markets.
Growth portfolio
The LVS Growth Portfolio is a concentrated global equity strategy focused on capital appreciation. The strategy is unconstrained and invests across industry, market capitalization, and geography. The LVS Growth Portfolio aims to generate the highest possible rate of return over a long time horizon in a tax-efficient manner.
Luis V. Sanchez CFA is the Founder and Managing Partner of LVS Advisory. Luis is a highly-ranked investment analyst (measured by performance) on the SumZero investment platform and has been honored for his stock picks by Ira Sohn, Seeking Alpha, and van Biema Value Partners. Luis is a licensed Investment Adviser Representative and a CFA Charterholder. LVS Advisory is a Registered Investment Adviser based in New York City.
