Leonard Harrison

Leonard Harrison, CFA, is a Principal and Wealth Advisor at LVM Capital Management Ltd., based in Portage, Michigan. Since joining the firm in 1990, he has played a leading role in managing client portfolios and delivering comprehensive investment advisory services for individuals, families, and institutions. His key responsibilities include equity portfolio management, wealth planning, and tailoring investment strategies to client objectives.

Harrison's primary expertise centers on the management of equities and multi-asset portfolios, with a particular emphasis on asset allocation and security selection within public markets. He works closely with retirees, business professionals, nonprofits, and investors facing complex financial transitions, helping clients navigate various market cycles and economic environments. His investment approach is informed by a strong analytical framework and a commitment to disciplined risk management.

Before joining LVM Capital Management, Harrison served as Vice President and Portfolio Manager at Securities Counsel. He holds both undergraduate and MBA degrees from Western Michigan University, and is recognized for his contributions to the industry through his CFA designation. Harrison is regarded for his depth of experience in equity portfolio management and his long-term service within the independent wealth management sector.