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, 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 period January 1, 2011 to December 31, 2017.

We maintain a profile & our 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 Q3-18 performance summary & 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.