GKV Capital Management

GKV Capital Management is an independent investment advisory firm registered with the Securities and Exchange Commission since 1975. We provide fee-only, portfolio management services for our clients which include individuals, families, charitable trusts, corporations and retirement plans. Client accounts are separately managed and tailored to meet the specific needs, including risk tolerance, investment objectives and tax consequences, of each client. We have the expertise for individual security selection and take a dynamic view the capital markets. Our background is in securities analysis and portfolio management rather than sales. Consequently, we actively move capital to take advantage of investment opportunities altering exposure to individual companies, industry sectors, and asset classes in anticipation of the changing investment environment. We are transparent in all facets of our asset management practice and believe it is important for our clients know what they own, why, what their performance is, and what they are paying in fees. We build comprehensive portfolios for our clients with a goal of reducing volatility and producing prudent growth. We protect and build wealth at GKV Capital.

网站

https://gkvcapital.com/

GKV Capital Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Thousand Oaks，California

类型

私人持股

创立

1975

领域

Investment Advisory、Equities、Portfolio Management、Fixed Income、401(k)和Securities Analysis