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At GKV Capital
we custom tailor our approach to you.

We’re about aligning our money with you.

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.

A Boutique Firm

By Design

We are not guided by cookie-cutter portfolios or
a heavy-handed sales push of products.

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

Unlike the
larger firms,

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

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.