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Independent Portfolio Managers - GKV Capital

Our independent portfolio managers manage each client account separately. We tailor the management of your portfolio to meet your specific needs including risk tolerance, investment objectives and tax consequences without multiple layers of performance reducing fees. 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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Independent Portfolio Managers - GKV Capital

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  1. 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 provide fee-only, portfolio management services for our clients which include individuals, families, charitable trusts, corporations and retirement plans.

  3. Independent Portfolio Management Services Our independent portfolio managers manage each client account separately. We tailor the management of your portfolio to meet your specific needs including risk tolerance, investment objectives and tax consequences without multiple layers of performance reducing fees.

  4. Independent Portfolio Management Services We deliver detailed comprehensive statements to our clients on a quarterly basis in addition to the monthly brokerage statements that clients receive. We break out portfolio performance, fees and holdings quarterly so that our clients know where they stand and what they pay.

  5. Why Choose Us? • We provide full transparency in their investments. • We want to see our clients’ assets grow as quickly and securely as possible. • We do not sell any financial products, • There are no hidden fees and we do not receive commissions. • Our clients’ interests are perfectly aligned with our own.

  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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