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

  • Affluent Families & Individuals
  • Retirement Plans for Companies
  • Charitable Funds
  • Family Trusts
  • Individual Retirement Accounts (IRAs) - Including Roths, Simplified Employee Pensions (SEPs) & 401-K Rollovers

We manage an active, focused portfolio of undervalued small to mid-cap equities (Value Opportunities Strategy). We also manage fixed-income portfolios based on individual client needs. Our objective is to create value for our clients by outperforming our benchmarks & peers on a risk-adjusted basis net of management fees over time.

Lava Creek Capital Management, LLC claims compliance with the Global Investment Performance Standards (GIPS). Our firm has been independently verified for the periods January 1, 2011 to June 30, 2017.

We maintain a profile & our performance data in the following databases: eVestment Analytics, Informa PSN, Leading Edge, Cambridge Associates & Broadridge MarketPlace.

Please use the Contact Us tab above to request our Q4-17 performance & market commentary (LavaFlow). Our GIPS compliant performance presentation, policies & procedures & list of composite descriptions are also available upon request.

Follow us on Twitter: @LavaCreekVOS

 

We look forward to investing with you.