We are proud to serve a broad group of clients across North America.

To maintain our high level of service for all of our clients, our typical account is greater than $1,000,000 in assets. Our fees are based on total assets under management and based on a portfolio of $1,000,000 or more and do not exceed 1% of total assets. Additionally, we do not charge a carry, or performance based fee, and there are no additional fees for asset management services in common equity or fixed income portfolios. GKV does not charge set-up or termination fees.

GKV Capital does not retain physical possession of any funds and/or securities owned by clients at any time. Custodianship of assets is generally provided by a financial institution of the client’s choice.

The firm has relationships with most major and discount brokerage firms. Due to these relationships, GKV is able to obtain significant discounts on transaction commissions. For these common stock transactions these discounts vary but are generally 80-95% below full brokerage commission charges. GKV is also generally able to substantially reduce the spread on fixed income transactions thereby reducing a client’s cost and increasing yield. Because GKV is not affiliated with any other financial institution, the firm is able to “shop” securities across Wall Street in search of the best execution. The firm is also able to use this independence in its research efforts, reviewing opportunities presented from multiple sources. Because custodianship of all assets is held outside the firm, clients receive statements and trade confirmations from their financial institution in addition to GKV’s statements, providing additional third party corroboration and detail of their accounts assets and performance.