Southern California Office Phone (805) 497-2616 Fax (805) 379-3216 Northern California Office Phone (925) 407-4771 Fax (925) 407-4772
We bring to our clients very close, frequent, confidential customer contact.

All clients have direct access to our two portfolio managers and staff. GKV Capital is, by design, a small firm which enables us to give each client the attention that their account requires to meet their long-term goals.

In initial meetings with you, we establish your investment objectives, define the level of risk suitable for your account and familiarize you with our investment philosophy and approach. We outline exactly what are our expectations for the performance of the account. Through this process you as a clients have a clear understanding of what you can realistically expect from us and what benchmarks GKV should be meeting to fulfill your needs as an investor.
that there are significant differences between each investor's circumstances, risk tolerance and objectives.
a high level of service for all of our clients. We believe that we provide investment services beyond those found in larger financial institutions. Due to the size and experience of GKV, the firm is able to develop creative investment solutions tailored for the specific needs of each individual or organization.
Personal Management
Personal Management
Equities
Fixed Income
Real Estate