A complete list of active advisors currently associated with LVM Capital Management Ltd

Warmer can help you find a great advisor at LVM Capital Management Ltd or one who fits your needs even better.

LVM Capital Management provides wealth management services to high net worth individuals and a range of institutional clients, including bank trust departments, pension plans, and charitable organizations, generally operating with a $1,000,000 relationship guideline. The firm combines discretionary investment management with financial planning and, in some arrangements, performs investment management only while invoicing joint clients alongside broker/dealer-initiated planning relationships. LVM’s investment process is largely fundamental and valuation-driven, using traditional metrics and asset allocation to guide long-term holdings while generally intending positions to be held over a year. It also offers more active and speculative sleeves — including covered-call and put-writing strategies and its Top 10 and Top 10 Plus programs (a sector-based quantitative model paired with a proprietary Broad Market Indicator that can shift exposures into inverse S&P 500 ETFs or cash) — which involve the use of derivatives in separately managed accounts and can increase turnover and tax consequences. Compared with many peer team firms, LVM’s use of derivatives in separately managed accounts and its role in a wrap-fee program are notable operational differences. The firm also outsources securities class-action recovery to a third-party contingency provider and maintains custody arrangements that include client-initiated standing letters of authorization and trustee relationships for a small number of accounts, while operating as an established advisory firm with over $1 billion in assets under management and a multi-advisor team.

To learn more about the advisors currently working at LVM Capital Management Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.