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William L

Series 65

Florence, MT

Lussenheide Capital Management, Inc

William Lussenheide is a financial advisor with Lussenheide Capital Management, Inc. in Florence, MT, holding a Series 65 designation and possessing 23 years of industry experience. He has been with Lussenheide Capital Management since 2003. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients, as well as to investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary, mechanical trend-following market-timing systems to manage asset allocation across U.S. and selected international markets and publishes an internet newsletter called the Investment Warrior Report.

Passive / index investing Active portfolio management
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David L

Series 65

Florence, MT

Lussenheide Capital Management, Inc

David Liesenfelt is a Series 65 credentialed advisor with 23 years of industry experience, affiliated with Lussenheide Capital Management, Inc. He is also president of Fresh Concepts, Inc., a consulting firm he has led since 1988. Based in Florence, MT, he works alongside one other advisor at his firm. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients, as well as to various institutional and nonprofit entities. The firm employs proprietary mechanical trend-following market-timing systems to manage asset allocation and trade mutual funds across U.S. and selected international markets, and it publishes an internet newsletter called the Investment Warrior Report.

Passive / index investing Active portfolio management
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