Lussenheide Capital Management, Inc

Overview

Lussenheide Capital Management, Inc. is a small, privately owned advisory firm that focuses on serving individual and family clients through discretionary portfolio management. The firm charges a percentage-of-assets fee and offers written market commentary or newsletters in addition to active portfolio oversight. Its advisory scope includes tactical adjustments — noted as market timing services — rather than a primary focus on institutional or pension work. Lussenheide is not positioned as an ESG-focused manager and operates under a single-state footprint. Investment activity is concentrated in pooled public vehicles rather than direct-stock-heavy mandates. The firm presents itself as a straightforward allocator to mutual funds and other public fund structures, using those vehicles as the core implementation method for client portfolios.

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Location & Offices