Client Relationship Summary


LVZ Partners and team members discussed 2024 Q1 market activity, portfolio updates, and answered questions during an open format virtual town hall. This is an opportunity for our team to connect with you between one-on-one meetings. LVZ will be hosting these quarterly.

During this call we will collect your name and any other data you may decide to share with us in the call. We use this data to improve our services. We do not sell any of your personal information. Please see our privacy policy for more information. 

This was recorded on April 25, 2024. 

This is provided for informational purposes only and should not be construed as investment advice. References to specific portfolios should not be considered a recommendation.

Data and analysis does not represent the expected future performance of any investment product or strategy. 

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