LVM Capital Management Ltd

Lawrence Harrison is a CFA® charterholder with 16 years of industry experience. He has been with LVM Capital Management Ltd since 1990. Outside of his advisory role, he serves as treasurer and secretary for Glenkerry Court, LLC. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach combined with asset allocation and longer-term holdings, as well as more active strategies including derivatives and option writing.

Tyler Alvord is a CFA® charterholder with 11 years of industry experience. He has worked at LVM Capital Management Ltd since 2012. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutions, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach alongside longer-term holdings and more active strategies involving derivatives and option writing.

Craig Vander Molen is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd. He has been with LVM Capital Management since 1988. Outside of his advisory role, he is a managing member of a non-investment related business, Glenkerry Court, LLC, which leases office space to LVM and conducts partner meetings. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamental, valuation-driven investment process with both long-term and active strategies, including the use of derivatives, option writing, and quantitative models supported by AI tools.

Andrew Lantinga is a financial advisor at LVM Capital Management Ltd with two years of industry experience. He holds a Series 65 designation and has worked at LVM Capital Management since 2023. Prior to that, he was employed at Cottage Inn and Modernistic. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable institutions. The firm employs a fundamental, valuation-driven investment process alongside active strategies that include derivatives and option writing, incorporating AI and automated tools with human oversight in its research and operations.

Nicholas Macksood is a financial advisor at LVM Capital Management Ltd with a Series 65 credential and two years of industry experience. He has worked at LVM Capital Management since 2021 and previously held roles at Greyline Brewing Company and Fish Lads. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutions, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach combined with asset allocation and longer-term holdings, alongside more active strategies using derivatives and option writing.

Jordan Rummel is a CFP® with 10 years of industry experience and has been with LVM Capital Management Ltd for 13 years. He holds a Series 65 license and is a partner at Kohn and Rummel LLC. LVM Capital Management provides wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm employs a valuation-driven investment approach with both longer-term holdings and active strategies, including option writing and quantitative models, incorporating AI and automated tools under human oversight.

David Cleveland is a CFA® charterholder with 16 years of industry experience, currently serving at LVM Capital Management Ltd in Portage, MI. He has been with LVM Capital since 1990. Outside of his advisory role, he is a managing partner involved in real estate investment decisions through several private companies. LVM Capital Management provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, valuation-driven investment approach with longer-term holdings, complemented by active strategies including derivatives and option writing.

Charles Prudhomme is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has been with LVM Capital Management Ltd since 2001. His other business activities include serving as a partner in a rental property LLC. LVM Capital Management Ltd provides integrated wealth management and financial planning services primarily to high-net-worth individuals, institutional clients, and charitable organizations. The firm employs a fundamental, valuation-driven investment process complemented by both longer-term holdings and active strategies utilizing derivatives and option writing.