About Us

Lavelle Asset Management LLC is an evidence-based asset management, investment research, and consulting firm serving primarily family offices, university and church endowments, and law offices.

The philosophy of the firm is to use empirical, academic, peer-reviewed research coupled with quantitative methodologies to formulate systematic approaches, often regression algorithms, for clients looking to optimize their organization, fund, or portfolio. Our firm specializes in educating our clients in topics such as: factor strategies, tactical asset allocation, the Chinese stock market, and business development for entrepreneurial ventures.

Please contact us today to learn more!


Leadership


Dr. Brian A. Lavelle
Founder & Managing Principal

D.B.A., George Fox University
M.B.A., University of Portland
B.S., University of Oregon


Contact

Office: 503-583-8888
Email: brian@lavelleassetmanagement.com