Lisa M. Sokolowski

Trading Manager at LVM Capital Management Ltd.

Lisa M. Sokolowski

Lisa M. Sokolowski

Trading Manager at LVM Capital Management Ltd.

Biography

Lisa M. Sokolowski occupies the position of Trading Manager at LVM Capital Management Ltd. She received an undergraduate degree from Western Michigan University.

Overview
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Co-Founder at LVM Capital Management Ltd.

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Principal at LVM Capital Management Ltd.

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Chief Compliance Officer at LVM Capital Management Ltd.

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Office Manager at LVM Capital Management Ltd.

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Principal at LVM Capital Management Ltd.

Relationship likelihood: Strong

Client Relationship Manager at LVM Capital Management Ltd.

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Co-Founder at LVM Capital Management Ltd.

Relationship likelihood: Strong

Client Relationship Officer at LVM Capital Management Ltd.

Relationship likelihood: Strong

Former Principal at LVM Capital Management Ltd.

Relationship likelihood: Strong

Of Counsel at LVM Capital Management Ltd.

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Lisa M. Sokolowski
Trading Manager at LVM Capital Management Ltd.
Education
BS in Health Science
Career History
Trading Manager
1988 - Current

LVM Capital Management employs a fundamental investment approach that emphasizes traditional valuation measures for selecting individual securities. These measures (include price/earnings, price/book, price/sales, cash flow, return on equity, return on invested capital, leverage ratios, and spread versus U.S. Treasurys) are compared with a security’s historic measures, as well as to overall market measures. LVM also uses asset allocation to reduce the risk of permanent loss of capital over longer periods of time. Generally LVM intends to hold positions in client accounts over one year, although occasionally securities are purchased and sold in shorter periods. Taxable accounts may be treated differently than tax-deferred accounts. In addition, accounts using covered call strategies may experience more frequent portfolio turnover as stock may be delivered via option assignment. Occasionally and only at the request of a client, reviews and offers advice on interests in partnerships investing in assets other than real estate and oil and gas interests.

Trader & Portfolio Management Assistant
Prior
Other Affiliations

Lisa M. Sokolowski is affiliated with LVM Capital Management Ltd., Securities Counsel, Inc.

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