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Performance and Portfolio Analyst
Mark serves as the Performance and Portfolio Analyst for LVZ Advisors, providing portfolio analysis and support to the Investment Committee, Marketing, as well as internal consultants and other business partners. Mark holds a bachelor’s degree in finance and accounting from Grand Valley State University and is a holder of the CIMA® certification. In addition to his strong problem-solving skills, Mark possesses the ability to translate complex concepts into everyday language.
This website contains general information that is meant for licensed financial professionals. This site is limited to the dissemination of general information pertaining to LVZ Advisors Preferred Colleague program. For information pertaining to the registration of LVZ Advisors, please contact our office at (800) 851-7214 or refer to the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The ChFC® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
The portfolio strategies discussed here are designed to rotate in and out of various asset classes and sectors of the market. It is possible that trading activity could result in a taxable event to the investor and result in an indirect cost to the investor. The information provided does not constitute investment advice and is not an offering or solicitation to buy or sell any security or product. Past performance is not indicative of future results.
Investment advisory services offered through LVZ Advisors, Inc. LVZ Advisors, Inc. is doing business as Lorence & Vander Zwart. For more information, see our disclosures page.
LVZ Advisors, Inc. is a federally registered investment advisor.
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