LVM Capital Management

Fee-only Personal Wealth Management Services

General Information
Company Name
LVM Capital Management
Founded Year
1988
Location (Offices)
Portage, United States +2
Founders / Decision Makers
Number of Employees
15
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

LVM Capital Management - Company Profile

LVM Capital Management, founded in 1988 by Russ Leonard and Craig Vander Molen, offers fee-only personal wealth management services with the slogan "Fee-only Personal Wealth Management Services." The company started as a research-intensive investment management firm and later expanded its services to include financial planning to provide a more holistic wealth management solution. LVM's mission focuses on ensuring clients' ongoing financial success through personalized attention, creative planning, and experienced investing. The firm adopts a service-based, fee-only advisory approach, emphasizing aligned interests with clients. Client confidentiality is emphasized, with strong communication playing a vital role in maintaining client trust. LVM Capital Management's business model is designed to put client interests first, reflecting the founders' original philosophy. The company operates in the financial services and wealth management industries. However, specific details about its headquarters, last investment, and last investment investors are not available.

Taxonomy: Wealth Management, Investment Management, Financial Planning, Personal Advisory, Fee-Only Services, Client-Centered Approach, Holistic Wealth Management, Confidentiality, Communication, Creative Planning, Experienced Investing, Research-Intensive, Unparalleled Personal Attention, Client Interests First, Business Model Alignment

Funding Rounds & Investors of LVM Capital Management (0)

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There is no investment information

Latest News of LVM Capital Management

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No recent news or press coverage available for LVM Capital Management.

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