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GKV Capital ManagementIndependent Investment Solutions

GKV Capital Management is a fee-only registered advisory firm in operation since 1975. We manage separate accounts for families, charities and companies. As an independent portfolio management firm making direct investments on our clients’ behalf, GKV Capital has the flexibility and expertise to respond to the changing investment environment to reduce risk and grow wealth.

Quarter Review

March 2015 Quarter Review
1Q15 Cover

Economic and Investment Outlook

2015 got off to a slow start with weaker than anticipated economic activity in the quarter due largely to severe winter weather on the East Coast, a labor dispute holding up shipping traffic at West Coast ports, the strength of the dollar and continued weakness in energy prices. These events resulted in sharply reduced corporate earnings forecasts for the March quarter and for the year, making stocks appear more expensive. Fortunately these events are viewed by Wall Street as transitory and expectations are for a rebound as the year progresses. The equity markets finished the first quarter mixed with a loss for the Dow Industrial Average of 0.3%, a marginal gain of 0.4% for the S&P 500, and a positive 3.5% gain for the Nasdaq Composite.

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