LVM Capital Management Ltd

Lawrence Harrison is a CFA® charterholder with 15 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, a non-investment-related entity. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, employing a fundamental and valuation-driven investment approach with both long-term holdings and more active strategies involving derivatives.

Tyler Alvord is a CFA® charterholder and Series 66 licensee with 10 years of industry experience. He has been with LVM Capital Management Ltd since 2012. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, using a fundamental and valuation-driven investment approach. The firm offers both long-term holdings and more active strategies involving derivatives, serving a diverse client base with over $1 billion in assets under management.

Craig Vander Molen is a CFA® charterholder with 15 years of industry experience and has been with LVM Capital Management Ltd since 1988. He is based in Portage, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the managing member of Glenkerry Court, LLC, a non-investment related entity. LVM Capital Management Ltd provides wealth management services to high net worth individuals and institutional clients, employing a fundamental, valuation-driven investment approach combined with discretionary management and financial planning. The firm is notable for its use of derivatives strategies and a multi-advisor team managing over $1 billion in assets.

Andrew Lantinga is a financial advisor at LVM Capital Management Ltd with one year of industry experience. He holds a Series 65 designation and has worked previously at Cottage Inn and Modernistic. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, combining discretionary investment management with financial planning. The firm employs a fundamental, valuation-driven investment approach alongside more active strategies involving derivatives and manages over $1 billion in assets.

Nicholas Macksood is a financial advisor at LVM Capital Management Ltd with one year of industry experience. He holds the Series 65 designation and has worked at LVM Capital Management since 2021. Prior to his advisory role, he was involved with Greyline Brewing Company and Fish Lads. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, using a fundamental and valuation-driven investment approach that combines discretionary management with financial planning. The firm employs both long-term holdings and more active strategies involving derivatives, serving clients through a multi-advisor team with over $1 billion in assets under management.

Jordan Rummel is a CFP® and holds a Series 65 license with nine years of industry experience. He has been with LVM Capital Management Ltd since 2013. Outside of his primary role, he is a partner at Kohn and Rummel LLC, an investment-related partnership. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, combining discretionary investment management with financial planning. The firm employs a fundamental, valuation-driven investment approach and offers specialized strategies including covered-call and put-writing programs.

David Cleveland is a CFA® charterholder with 15 years of industry experience. He has been with LVM Capital Management Ltd in Portage, MI, since 1990. Outside of his advisory role, he serves as managing partner for a real estate investment firm involved in all investment decisions. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, combining discretionary investment management with financial planning. The firm employs a fundamental, valuation-driven investment process alongside more active strategies that include derivatives in separately managed accounts.

Charles Prudhomme is a CFP® professional with 15 years of industry experience, currently serving at LVM Capital Management Ltd since 2001. He holds Series 63 and Series 65 licenses and is based in Portage, MI. Outside of advising, he is a partner in a non-investment related rental property LLC. LVM Capital Management provides wealth management services to high net worth individuals and institutional clients, combining fundamental, valuation-driven investment strategies with financial planning and discretionary management. The firm employs both long-term holdings and more active strategies, including derivatives, and manages over $1 billion in assets with a team of eight advisors.