LM Capital Group, LLC

LM Capital Group, LLC

Founded in 1989, the firm is 65% employee-owned. Strategic Investment Group Ventures owns the remaining 35%. LM Capital Group offers asset management services to corporations, public agencies, foundations, endowments, and other institutional investors. The firm offers several fixed-income investment strategies for clients, including Short Term, Intermediate, Core, and Opportunistic Core. All of its portfolios consist of about 50 securities consisting of treasuries, agencies, investment-grade corporate issues, and mortgage-backed securities. It relies heavily on its analysis of international political and monetary factors when investing.

Contact Details

Office Address

LM Capital Group, LLC
401 B Street, Suite 950
San Diego, CA, USA 92101
Phone: (619) 814-1401
Fax: (619) 814-1404

Executives

Senior Managing Director and Co-Founder

Luis Maizel

Managing Director and Co-Founder

John Chalker

SVP, Marketing and Client Service

John H Busby

Business Reviews for LM Capital Group, LLC

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