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Luis S
CFA®, Series 65
Orlando, FL
LVS Advisory LLC
Luis Sanchez is a CFA® charterholder and Series 65 licensee with eight years of industry experience. He is the principal advisor at LVS Advisory LLC and also serves as a managing partner of Greater Wealth LLC. His prior experience includes roles at Overlook Rock Asset Management and Anaxi Capital Management LLC. LVS Advisory LLC provides discretionary investment management primarily through separately managed accounts for individuals, high-net-worth clients, trusts, estates, family offices, other advisers, and various institutional and corporate clients. The firm’s investment approach combines fundamental research with value and growth principles, focusing on long-term capital preservation and opportunistic security selection, including the use of derivatives, commodity futures, and structured products.
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