Personal Portfolio Management

Proven long-term track record effectively managing risk in down markets and capturing gains in up markets.

 

Protecting Our Clients

We manage separate accounts invested directly in individual securities tailoring objectives to meet each clients’ individual needs.

Transparency

We break out performance, fees, and holdings quarterly so you know where you stand and what you pay.

GKV Capital Management

 

Independent 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 volatility and build wealth.

Quarter Review

September 2017 Quarter Review

The third quarter of 2017 ended with strong gains and surprisingly little volatility. All the major indexes added to the gains in the first half with the technology weighted NASDAQ continuing to lead. Corporate earnings have lived up to positive expectations driving nine of the ten industry sectors of the S&P 500 higher in the quarter. The S&P 500 closed the third quarter up 12.5%. The Dow Jones Industrial Average ended the quarter up 13.4% while the technology heavy NASDAQ Composite finished up 20.7%.

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The GKV Difference

GKV Perspectives