Approach & Philosophy

A Boutique Firm by Design

Your wealth is your future

Your wealth is your future

Established in 1974 as a more personalized alternative for portfolio management, we are a fee-only investment advisory firm.  The only part of commission we’re interested in is “mission”. Our mission is your bottom line, and our fiduciary responsibility is to you.

What is important to you? What keeps you up at night? Much like journeys, no two portfolios are the same.

Your GKV advisor takes a dynamic view not only of the larger economic picture but also the needs specific to you – including risk tolerance, investment objectives, and tax consequences – to carefully select individual securities for portfolios on an account-by-account basis.

And unlike the larger firms, our clients’ assets are generally invested in individual stocks and bonds, eliminating the costly fees from mutual funds.

But there is one thing the larger management firms have in common with us – it’s us.

Our portfolio managers are regularly turned to as industry leading analysts, with expert commentary in publications including The Wall Street Journal and appearances on CNBC and CNN.

It’s that same team of advisors you can always pick up a phone and talk to. You’ve got questions. We’ve got solutions and your best interest.