Lvm Capital Management

Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance · 11 Employees
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About
LVM Capital Management was founded in 1988 by Russ Leonard and Craig Vander Molen as a research intensive investment management firm. In 2001, services were expanded to include financial planning in order to offer our clients a more holistic wealth management solution. While our capabilities have grown, our mission has remained true to the original philosophy of our founders—to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, creative planning, and experienced investing.    We do not sell products. Rather, we utilize a personal advisory approach that is service-based and fee-only. This sets the stage for the optimal wealth management relationship with clients because our interests are aligned. Client confidentiality is paramount and strong communication essential. LVM puts client interests first, from the design of our business model, to the day-to-day details of answering questions and solving problems.
Year Founded
1988
Social Media
Linkedin
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance, Banks & Financial Services
HQ Location
7840 Moorsbridge Rd. Portage, MI 49024, US
Keywords
Personal Wealth ManagementFee-OnlyFinancial Planningwealth managementchecklist estateclient vaultcross border datafiduciary oathchecklist estate planningplanning checklist estate
Location
2
  • 7840 Moorsbridge Rd. Portage, MI 49024, US
  • 999 Vanderbilt Beach Road Suite 200 Naples, FL 34108, US

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