Dave Cleveland

Dave Cleveland is a Principal at LVM Capital Management Ltd. in Portage, Michigan, where he has contributed to the firm's leadership since joining in 1990. He plays a key role in guiding investment strategies and overseeing wealth management solutions for a diverse clientele, including retirees, entrepreneurs, and nonprofit organizations.

With more than three decades of experience, Cleveland specializes in asset allocation and diversified portfolio management across equities, fixed income, and estate planning solutions. As a CFA charterholder, his expertise covers strategic investment planning and risk management, with a particular focus on tailoring portfolios to individual financial goals and life transitions, such as retirement and inheritance planning.

Cleveland holds a Bachelor’s degree from Hope College and an MBA from the Thunderbird School of Global Management. He is recognized for his long-standing service, commitment to fiduciary standards, and thought leadership in areas like proactive estate planning and investor education within the wealth management sector.