Welcome to Lava Creek Capital Management. We are a value-oriented money manager serving the following types of clients & accounts:

  • Accredited Investors
  • Family Trusts
  • Charitable Funds
  • Profit Sharing/Retirement Plans
  • Individual Retirement Accounts (IRAs) - Including Roths, Simplified Employee Pensions (SEPs) & 401(k) Rollovers
  • Participants within Schwab 401(k) Plans - Personal Choice Retirement Accounts (PCRAs)

We manage an active portfolio of small/mid-cap equities with a value-oriented focus (Value Opportunities Strategy). We also structure customized fixed-income portfolios & systematic risk mitigation hedging strategies based on specific client needs & capital market conditions. Our objective is to generate alpha (above average risk-adjusted returns) net of fees over a long-term time horizon for our clients.

Lava Creek Capital Management, LLC claims compliance with the Global Investment Performance Standards (GIPS). Our firm has been independently verified for the period January 1, 2011 to December 31, 2018.

We maintain our profile & performance data in the following databases: eVestment Analytics, Informa PSN, Cambridge Associates & Broadridge MarketPlace, powered by Lipper.

Please use the Contact Us tab above to request our Q3-19 performance summary & commentary. Our GIPS compliant performance presentation, policies/procedures & list of composite descriptions are available upon request.

Follow us on Twitter: @LavaCreekVOS

ESG Policy

We look forward to investing with you.