Sandi L. Doctor

Former Professional at LVM Capital Management Ltd.

Sandi L. Doctor

Sandi L. Doctor

Former Professional at LVM Capital Management Ltd.

Biography

SANDRA L. DOCTOR, CFA
Sandi Doctor is a Principal at LVM Capital and is a Chartered Financial Analyst. Sandi joined LVM at its inception in 1988 with prior experience as a Vice President and Senior Portfolio Manager for Securities Counsel, Inc. A graduate of Grand Valley State University, Sandi also holds an MBA from Western Michigan University. With over 23 years of experience as a portfolio manager, Sandi specializes in equity research, portfolio management and client service. She also co-hosts special LVM events designed for women investors. Sandi enjoys bicycling, fine cuisine, travel, and family time at her lake house.

Overview
RelSci Relationships

18

Number of Awards

1

Relationships
RelSci Relationships are individuals Sandi L. Doctor likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at LVM Capital Management Ltd.

Relationship likelihood: Strong

Principal at LVM Capital Management Ltd.

Relationship likelihood: Strong

Trading Manager at LVM Capital Management Ltd.

Relationship likelihood: Average

Lead Portfolio Assistant & Performance Reporting Specialist at LVM Capital Management Ltd.

Relationship likelihood: Average

Former Principal at LVM Capital Management Ltd.

Relationship likelihood: Average

Office Manager at LVM Capital Management Ltd.

Relationship likelihood: Average

Client Relationship Manager at LVM Capital Management Ltd.

Relationship likelihood: Average

Chief Compliance Officer at LVM Capital Management Ltd.

Relationship likelihood: Average

President & Chief Investment Officer at Schwartz Investment Counsel, Inc.

Relationship likelihood: Weak

Former Investment & Planning Analyst at LVM Capital Management Ltd.

Relationship likelihood: Weak

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Sandi L. Doctor
Former Professional at LVM Capital Management Ltd.
Education
BSW Degree

Grand Valley State University (GVSU) offers the large number of academic programs and student life activities of a large university and the benefits of a smaller one. Located in Allendale, Michigan, Grand Valley State University has additional campus centers in Grand Rapids and other nearby cities. GVSU offers more than 200 programs of study, including more than 81 bachelor’s degrees. Undergraduate majors include: * Art * Biomedical Science * Chinese Studies * Classical Studies * Creative Writing * Criminal Justice * Engineering * Film * Nursing * Tourism Management Grand Valley State’s College life boasts more than 300 student clubs and organizations. While GVSU’s offerings are numerous, students still benefit from small classes and close contact with faculty. The undergraduate admissions department requires applicants to submit an online application, an application fee, transcripts and ACT or SAT scores. In addition to GPA and test scores, the admissions department also evaluates class ranking and classes taken. They also consider extracurricular activities. Grand Valley State University offers need-based federal financial aid awards like loans, grants and work-study. Grand Valley State also awards scholarships. Some examples of scholarships are performing arts scholarships, academic scholarships and scholarships for transfer students.

MBA in Finance

Western Michigan University's Haworth College of Business, one of the largest schools of business in the United States, is the academic home to nearly 4,000 undergraduate students majoring in 16 specialized areas of business. An additional 500 graduate students study business administration and accountancy. The Haworth College of Business is among an elite group of fewer than 5 percent of business schools worldwide that are accredited at both the undergraduate and graduate levels by the AACSB International—The Association to Advance Collegiate Schools of Business. It is among a select 1 percent of business schools worldwide that have additional specialized AACSB accreditation for their accountancy programs. The college is housed in Schneider Hall on WMU's main campus in Kalamazoo. The facility, named for founding dean Dr. Arnold Schneider, is adjacent to the Fetzer Center, forming a unique and outstanding business education complex.

Career History
Professional
1988 - 2013

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.

Senior Portfolio Manager
Prior
Investments
Details Hidden

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.

Awards & Honors
CFA (Chartered Financial Analyst)
Other Affiliations

Sandi L. Doctor is affiliated with LVM Capital Management Ltd., Securities Counsel, Inc.

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