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Independent Portfolio Managers For Building Comprehensive Portfolios

GKV Capital Management is an independent investment advisory firm providing reliable portfolio management services with experienced independent portfolio managers to build comprehensive portfolios for our clients to protect and build their wealth. For more information, please contact us. GKV Capital Management, 1350 Treat Blvd., Suite 260, Walnut Creek, CA 94597, Phone: 925-627-8680, http://gkvcapital.com/

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Independent Portfolio Managers For Building Comprehensive Portfolios

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  1. Independent Portfolio Managers For Building Comprehensive Portfolios

  2. Experienced Independent Portfolio Management GKV Capital Management is an independent investment advisory firm providing reliable portfolio management services with experienced independent portfolio managers to build comprehensive portfolios for our clients to protect and build their wealth. We have been individually customizing our clients’ investment portfolios and managing assets to reduce risks and grow assets for over 40 years.

  3. Portfolio Management Services Our flexible portfolio management services include individuals, families, charitable trusts, corporations and retirement plans. As a portfolio management firm, we manage clients assets and asset allocation in stocks, bonds, cash, and real estate.

  4. Truly Personal Services GKV Capital is a client-focused firm that gives attention to each client for meeting their long-term goals. We bring our clients very close through frequent confidential contact. All our clients have direct access to the portfolio managers.

  5. Services You Can Trust • Client accounts are separately managed and tailored to meet the specific needs. • We do not receive commissions, and we do not sell any financial products. • We are transparent in all facets of our asset management practice.

  6. Contact GKV Capital Management Southern California Office 299 W. Hillcrest Dr., Suite 119, Thousand Oaks, CA 91360 Phone: 805 497 2616 Northern California Office 1350 Treat Blvd., Suite 260, Walnut Creek, CA 94597 Phone: 925 627-8680 Web: https://gkvcapital.com Email Peter Vogel: pvogel@gkvcapital.com Greg Vogel: greg@gkvcapital.com

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