LVM Capital Management
Overview
LVM Capital Management is a fee-only wealth management firm based in Portage, Michigan, offering investment advisory and financial planning services. Founded in 1988 by Russ Leonard and Craig Vander Molen, the firm has expanded its services to include financial planning, providing clients with a comprehensive wealth management solution. Operating from offices in Portage, Michigan, and Naples, Florida, LVM serves clients across more than 20 states, adhering to the Fiduciary Oath and placing clients' interests first. The firm's mission is to ensure clients' ongoing financial success through personalized attention, innovative planning, and experienced investing. LVM specializes in customized portfolio management using individual securities, wealth transfers, tax reduction, and philanthropic planning. The firm's investment philosophy focuses on superior companies with strong balance sheets, sustainable earnings growth, competitive advantages, and good management, demanding value in its investments. LVM Capital Management is a fee-only wealth management firm committed to prioritizing the interests of its clients as a Registered Investment Advisor adhering to the Fiduciary Oath. With offices located in both Portage, Michigan, and Naples, Florida, the firm offers a range of services, including investment management and financial planning. In addition to its core offerings, LVM supports clients through educational resources, such as the Five-Minute Finance Podcast and quarterly newsletters, ensuring that individuals and organizations are well-informed in their financial endeavors. The firm emphasizes a philosophy of transparency and community support, paving the way for a trusting relationship with clients.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about LVM Capital Management
What sectors does LVM Capital Management invest in?
LVM Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Portage, United States. LVM Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does LVM Capital Management invest at?
LVM Capital Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does LVM Capital Management invest in?
LVM Capital Management invests across United States.
Who are the partners at LVM Capital Management?
Team members listed for LVM Capital Management include Charles Prudhomme (Principal COO, Lead Advisor, and Financial Planner) and Dave Cleveland (Principal).
What companies has LVM Capital Management invested in?
LVM Capital Management's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and JPMorgan Chase.
How do I contact LVM Capital Management?
LVM Capital Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database