LVM Capital Management Ltd
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LVM Capital Management Ltd is a fee-only wealth management firm committed to prioritizing the interests of its clients as a Registered Investment Advisor adhering to the Fiduciary Oath. With offices located in both Portage, Michigan, and Naples, Florida, the firm offers a range of services, including investment management and financial planning.
In addition to its core offerings, LVM supports clients through educational resources, such as the Five-Minute Finance Podcast and quarterly newsletters, ensuring that individuals and organizations are well-informed in their financial endeavors. The firm emphasizes a philosophy of transparency and community support, paving the way for a trusting relationship with clients.
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