Friendswood, TX Office

LVZ, Inc. provides investment management, financial planning, consulting, and third‑party manager selection for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and qualified retirement plans, and serves over 2,400 client relationships through a team of 17 advisors managing about $1.125 billion in assets. The firm also acts as a 3(38) investment manager for ERISA plans and offers trade‑signal arrangements and outside management consulting for other advisors.

LVZ offers two broad portfolio styles—Classic and Specialty—with multiple sub‑strategies (e.g., Growth, Balanced, Equity Alpha, Multi‑Asset Income, Tactical Advisor) that primarily use ETFs, mutual funds, closed‑end funds, and variable annuity subaccounts; it also provides Biblically Responsible Investment variants, direct‑indexing via independent sub‑advisers, and combines fundamental and technical analysis in a top‑down framework. The firm states it uses AI only as a supplemental administrative and research tool under an AI Governance Team and does not rely on AI to make or select investment decisions.

Several features in the brochure distinguish LVZ from many peers: it operates a multi‑office platform (nine offices), discloses an active promoter/referral program with Promoter Disclosure Brochures and reimbursed marketing and training expenses, and its principals have other industry affiliations—serving as registered representatives of Harbour Investments and owning LVZ Consulting, which provides tax preparation and administrative services to many clients. The brochure also discloses arrangements to provide estate‑planning access through a third‑party platform and detailed policies on trade signals, fee offsets, and custody that inform how the firm implements and markets its services.