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Fee-only Registered Independent Portfolio Managers- GKV Capital

Our independent portfolio managers take a dynamic view of the macro economy to determine expected returns in the near-term for various asset classes. Within these classes individual securities are carefully selected for clients’ portfolios on an account by account basis. For more information, please contact us. GKV Capital Management, 1350 Treat Blvd., Suite 260, Walnut Creek, CA 94597, Phone: 925-627-8680, https://gkvcapital.com/

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Fee-only Registered Independent Portfolio Managers- GKV Capital

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  1. Fee-only Registered Independent Portfolio Managers- GKV Capital

  2. About GKV Capital Management GKV Capital Management is a fee-only registered independent advisory firm in operation since 1975. We strive to provide superior investment performance, exemplary customer service, and complete transparency so that clients can make informed financial decisions.

  3. Independent Portfolio Managers Our independent portfolio managers take a dynamic view of the macro economy to determine expected returns in the near-term for various asset classes. Within these classes individual securities are carefully selected for clients’ portfolios on an account by account basis.

  4. Independent Portfolio Managers We understand that there are important differences between each investor’s circumstances, risk tolerance, tax consequences and objectives. We tailor the management of your portfolio according to your specific needs without multiple layers of performance reducing fees.

  5. Independent Portfolio Managers We don’t sell any products, we receive no commissions, and the only compensation we earn comes directly from our clients. Our Registered portfolio managers have always had a fiduciary legal obligation to always put their clients first. Our interests are fully aligned with that of our clients and we like it that way.

  6. Contact GKV Capital Management Southern California Office 299 W. Hillcrest Dr., Suite 119, Thousand Oaks, CA 91360 Phone: 805 497 2616 Northern California Office 1350 Treat Blvd., Suite 260, Walnut Creek, CA 94597 Phone: 925 627-8680 Web: https://gkvcapital.com Email Peter Vogel: pvogel@gkvcapital.com Greg Vogel: greg@gkvcapital.com

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