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Why LVM?

LVM Capital Management understands that wealth management is more than numbers. It is about success that comes from discussions, experiences, and dreams shared between clients and their wealth managers. It is about being one of a limited number of clients. It is about a thoughtfully invested portfolio that meets  specific objectives, measured over time. It is about the stability that comes from using a time-honored investment philosophy applied through many investment cycles. It is about the peace of mind that results from trust that is earned.


  • Highly credentialed professionals

  • Personal and regular interaction with all members of our long-tenured team

  • Over 35 years serving individuals, families, foundations, and institutions

  • No products are sold; clients receive fee-only advice

  • Fiduciary responsibility to act in clients’ best interest first

Tax-efficient investing with LVM

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