Client Relationship Summary

important disclosures

This website contains general information that is not suitable for everyone. The information contained herein should not be construed as personal investment advice. Past performance is not a guarantee of future results. There is no guarantee that the views and opinions expressed on this website will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

Consider the investment objectives, risks, charges and expenses carefully before investing. No investment strategy or asset allocation can guarantee a profit or protect against loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Rebalancing investments may cause investors to incur transaction cost and when rebalancing non-retirement accounts, taxable events may create or increase tax liability. Investing in securities involves some level of risk, including potential loss of principal. The information provided does not constitute investment advice and is not an offering of or solicitation to buy or sell any security or product. Past performance does not indicate future results.

LVZ, Inc. is a federally registered investment adviser. LVZ, Inc. and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which LVZ, Inc. maintains clients. LVZ, Inc. may only transact business is those states in which it is registered, or qualifies for an exemption or exclusion from
registration requirements. This website is limited to the dissemination of general information pertaining to LVZ, Inc. investment advisory/management services. Any subsequent direct communication by LVZ, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration of LVZ, Inc., please contact our office at (800) 851-7214 or refer to the Investment Adviser Public Disclosure website at The Firm’s Form ADV Part 2 is available upon request.

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