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Lvm Capital Management, Ltd.

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Lvm Capital Management, Ltd.

Mission statement:

Our mission is to ensure our clients’ ongoing financial success through a combination of unparalleled personal attention, innovative planning and experienced investing.

We adhere to the Fiduciary Oath and the Standards of Fiduciary Excellence, placing clients’ interests first. As financial stewards, we do not sell financial products.

We specialize in the areas of customized portfolio management using individual securities, wealth transfers, tax reduction and philanthropic planning.

Overview:

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 competent and credentialed professionals

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

   Over 25 years serving individuals, families, foundations, and institutions

   No products are sold; clients receive fee-only, conflict-free advice

   Fiduciary responsibility to act in clients’ best interest

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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