Your Trusted Advisor

At IV Lions Wealth Advisory LLC (IV Lions), our objective is to be your trusted advisor. We are committed to succeed in this mission by prioritizing three goals:

  • Clearly understand your investment objectives and constraints;
  • Deliver to you straightforward, unambiguous recommendations aimed at achieving those objectives; and
  • Provide close, on-going stewardship of your assets that is both proactive and consistently responsive to your needs.

Every client is unique with different financial goals, risk tolerances, investment preferences, and personal circumstances. IV Lions will deliver an investment program that not only relates specifically to your personal investment needs, but also aims to fundamentally protect your capital and provide financial security for the future.

About IV Lions

Nelson's column in London’s Trafalgar Square is guarded by four huge bronze lions cast from the metal of guns taken from old naval battleships. The Battle of Trafalgar represents triumph over adversity and the lions are symbolic of the financial guardianship we offer our clients.

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Investing Quotes

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    • “Be fearful when others are greedy. Be greedy when others are fearful.”

      —Warren Buffett

    • “The individual investor should act consistently as an investor and not as a speculator.”

      —Benjamin Graham

    • “Know what you own, and know why you own it.”

      —Peter Lynch

    • “Sometimes your best investments are the ones you don’t make.”

      —Donald Trump

    • “It’s not whether you’re right or wrong that’s important, but how much money you make when you’re right and how much you lose when you’re wrong.”

      —George Soros

    • “My favorite holding period is forever.”

      —Warren Buffett

    • “The essence of investment management is the management of risks, not the management of returns.”

      —Benjamin Graham

    • “You make most of your money in a bear market, you just don’t realize it at the time.”

      —Shelby Davis

    • “We have two classes of forecasters: Those who don’t know and those who don’t know they don’t know.”

      —John Kenneth Galbraith

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