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The LVM Team has worked together for many years. We enjoy a culture of mutual respect for each other and our clients—one which encourages excellent service, collaboration, life-long learning and fun.


Our portfolio management team has over 125 years of combined investment experience and has applied our investment philosophy through many market cycles. All LVM investment managers hold the Chartered Financial Analyst® designation (CFA®) and are members of the CFA Institute—the investment industry’s “Gold Standard” of knowledge and professionalism. LVM financial planning professionals hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation, which is the standard most recognized for professionalism, knowledge and ethics in the financial planning industry.

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