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.
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Verified contacts
9
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- LB
Lorraine Biederman
Administrative Assistant · Operations
EmailPhone - GV
Greg Vogel
,, · Other
EmailPhone - EK
Elaine Kwei
Wealth Advisor · Finance & Accounting
EmailPhone - EK
Elaine Kwei
Wealth Advisor · Finance & Accounting
EmailPhone - SE
Sarah Ellis
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Gkv Capital Management
7 distinct titles indexed · top 7 shown.
- 3wealth advisor
- 1,,
- 1administrative assistant
- 1company secretary
- 1digital specialist
- 1market research intern
- 1sales manager
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