LVS Advisory | Investment Management

Active investment management for individuals, families, and institutions.

A boutique registered investment adviser managing two strategies, Event-Driven and Growth, in separate accounts held in each client’s name.

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Latest: Q2 2026 investor letter →

Based in Central Florida.

Why LVS Advisory

Clear objectives. Two actively managed strategies, each with a stated goal, benchmark, and portfolio size.

Your account, your name. Separate accounts are held in the client's name, with full transparency into every holding.

Aligned with clients. Our managers invest alongside clients in the same strategies.

Our strategies

LVS Advisory actively manages two investment strategies.

Growth Portfolio

A diversified global public equity strategy focused on capital appreciation. It invests in rapidly growing category-defining businesses.

Three questions for every investment: Will the company significantly grow its cash flow over the next 3+ years? Does it have competitive advantages that secure market power? Is the valuation attractive?

Portfolio: 25 to 50 stocks, unconstrained by company size, industry, or country. The portfolio looks very different from index funds like the S&P 500, providing diversification from passive investing.

Event-Driven Portfolio

Closed to new separate accounts. Transitioning to a private fund structure in January 2027.

An absolute-return strategy focused on capital preservation, built as an alternative to bond funds. It invests around corporate events such as mergers, tender offers, and spin-offs, buying when the expected return is attractive.

Portfolio: 15 to 35 event-driven positions, chosen to be independent of one another and of the direction of the stock market.

Leverage: Uses margin leverage of 50% to 100% of account equity to increase return potential. Leverage magnifies losses as well as gains.

About the Growth strategy

The Growth strategy aims to outperform the stock market over the long term by owning 25 to 50 high-quality growth companies, a portfolio that looks very different from mainstream index funds. Over the long run, the best-performing stocks have tended to belong to the businesses whose cash flow grows the most, and the research process is built to find them.

Growth stocks are often mispriced because investors underestimate the long-term potential of innovative businesses in industries with strong tailwinds. The research cuts through short-term noise to focus on durable competitive advantages, management, and the economics of the business, investing only when the valuation is attractive.

The aim is to hold great businesses for many years and let their growth compound, which keeps portfolio turnover low.

About the Event-Driven strategy

The Event-Driven strategy invests around corporate events: mergers and acquisitions, tender offers, reorganizations, recapitalizations, spin-offs, and liquidations. Most of the portfolio is typically merger arbitrage. When a company agrees to be acquired, its shares usually trade below the announced deal price. The strategy buys at that discount and earns the difference, the spread, when the deal closes.

Returns depend on whether and when deals close, not on the direction of the stock market, interest rates, or the economy. Each situation is underwritten on three questions: will shareholders approve it, is the financing secure, and will regulators allow it. Deals judged to carry a high risk of failure are avoided, however wide the spread.

The strategy has two priorities, in order: preserve capital, then earn returns above the U.S. high-yield bond market without taking on its credit risk, interest-rate risk, or stock-market correlation. Research combines AI-assisted tools that monitor the situations it follows with an independent manual review; every investment decision is made by the portfolio manager. To increase return potential, the strategy uses margin leverage, typically 50% to 100% of account equity. Leverage magnifies losses as well as gains, raises borrowing costs, and requires a margin account, so it is generally not available in IRAs and other retirement accounts.

Changes in January 2027

Beginning in January 2027, LVS Advisory will no longer offer the Event-Driven strategy as a separately managed account. The strategy will instead be managed through a private investment fund sponsored by Limitless Hedge, a separate investment management firm where Luis V. Sanchez, CFA, serves as Chief Investment Officer. LVS Advisory is no longer opening new Event-Driven accounts. The Growth Portfolio is not affected.

Investment terms

Each client's assets are held in a separately managed account in their own name at Interactive Brokers, so clients keep control and see every holding. Deposits and withdrawals are allowed at any time with no penalties. Clients choose a quarterly advisory fee or, for those who qualify, a performance-based fee; details are in Form ADV Part 2A.

Working with us

Who we work with: accredited investors, family offices, and institutional investors.

Account minimum: $200,000.

Custody: accounts are held in your name at Interactive Brokers. LVS Advisory manages the account but never holds client funds.

Getting started: an introductory call, a review of your goals, and account opening at Interactive Brokers.

Request an introductory call

Or email [email protected] to arrange a time.

Team

Luis V. Sanchez, CFA

Founder and Managing Partner

Luis founded LVS Advisory, a boutique investment advisory firm. His career spans investment banking, consulting, and investment management, including roles at Credit Suisse, Wells Fargo Securities, J.P. Morgan Asset Management, and Deloitte Financial Advisory Services. He mentors young professionals in the SEO Careers program and business students at Florida State University, and serves on the FSU College of Business Recent Alumni Board. He is a licensed Investment Adviser Representative and a CFA® charterholder.

Daniel Yuan

Investment Analyst

Daniel's experience spans investment banking and investment management, including CPP Investments, MUFG Americas, and a family office. He holds a B.S. in Business, with concentrations in Finance and Accounting, from New York University's Stern School of Business.

Carmela Mammas

Manager, Client Accounts

Carmela manages client relationships at LVS Advisory and is the first point of contact for prospective clients. She joined the firm in 2026 after more than three decades with the U.S. Department of Commerce, most recently as Director of the U.S. Commercial Service in New York, where she led a team of senior international trade specialists helping U.S. companies expand abroad and attracting foreign investment into the United States. She also served as the Department of Commerce's liaison to the United Nations. Carmela studied at Rutgers Business School.

Internships

LVS Advisory offers paid, virtual internships in the spring, summer, and fall for college juniors and seniors who would like to join the firm after graduation. Interns work directly with the investment team on company research and investor letters, and strong interns may receive a full-time offer. We review applications on a rolling basis, so there is no deadline.

How to apply: email [email protected] with your résumé, a one-page investment idea on any public company, and a short note on why you want to intern at LVS Advisory.

Apply for an internship

Communications

Information for prospective investors

LVS Advisory Factsheet (July 2026)
LVS Advisory Investor Presentation (available on request)

© 2026 LVS Advisory. All rights reserved.LVS Advisory is an investment adviser registered with the State of Florida. Registration does not imply a certain level of skill or training. Information about the firm, including its Form ADV, is available at adviserinfo.sec.gov.The information on this website is for informational purposes only. It is not an offer to sell, or a solicitation of an offer to buy, any security or interest in any fund, and it is not investment, legal, or tax advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.