Custody of Assets

For the security of our clients, all assets are custodied at a trust institution or nationally recognized brokerage firm, such as TD Ameritrade or Charles Schwab. Clients will continue to receive statements and reports from the custodian, which they are encouraged to compare with reports received from LVM Capital Management.

P 800.488.2036   |    F 877.321.8126
7840 Moorsbridge Road, Portage, Michigan 49024

999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

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LVM Capital Management is a fee-only wealth management firm

As a Registered Investment Advisor (RIA), LVM adheres to the Fiduciary Oath, placing clients' interests first.