Welcome to Lava Creek Capital Management. We are a value-oriented investment firm with customized strategies serving a select group of clients.

Strategies:

  • Value Opportunities - Active Small/Mid-Cap Value
  • Fixed-Income
  • Hedging/Risk Mitigation

Types of clients and accounts:

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

Lava Creek Capital Management, LLC claims compliance with the Global Investment Performance Standards (GIPS) and has been independently verified for the periods January 1, 2011 to December 31, 2019. A copy of our GIPS Policies/Procedures and verfification reports are available upon request.

Follow us on Twitter: @LavaCreekVOS

ESG Policy

We look forward to serving your investment needs.