LVM Capital Management Ltd/mi
LVM Capital Management Ltd. is a fee-only wealth management and investment advisory firm headquartered in Portage, Michigan, founded in 1988. The firm serves high-net-worth individuals and institutional clients, with a client base across over 20 states. LVM emphasizes a fiduciary approach with a strong focus on both investment management and holistic financial planning, integrating estate, tax, cash flow, and retirement planning. The team features Chartered Financial Analysts (CFAs) and Certified Financial Planners (CFPs), maintaining a disciplined and research-driven advisory process. The firm is privately owned and employs fewer than 25 professionals.
Investment Strategy
LVM Capital Management implements a research-driven investment process, identifying undervalued asset classes and individual securities to construct diversified portfolios tailored to client goals. Investment decisions are made by an in-house team of Chartered Financial Analysts through weekly portfolio reviews, focusing on companies with strong balance sheets, sustainable earnings, competitive advantages, and quality management. The investment approach is disciplined and emphasizes both quantitative and qualitative analysis, with discretionary portfolio management allowing adaptation to dynamic market environments. LVM prioritizes value investing and long-term client alignment.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE | 9.33% | $97.1M | 381,204 | $17.53 | $254.63 | +$17.6M |
M MSFT | MICROSOFT | 8.40% | $87.4M | 168,820 | $44.32 | $517.95 | +$438.0K |
A AVGO | BROADCOM | 7.82% | $81.3M | 246,484 | $208.82 | $329.91 | +$7.4M |
L LLY | ELI LILLY | 3.78% | $39.3M | 51,540 | $275.05 | $763.00 | -$241.0K |
A ABBV | ABBVIE | 3.78% | $39.3M | 169,664 | $68.72 | $231.54 | +$8.2M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
D Dave Cleveland | Principal | Portage, MI , United States | |
C Charles Prudhomme | Principal COO, Lead Advisor, and Financial Planner | Portage, MI , United States |