Personal Portfolio ManagementWe manage separate accounts invested directly in individual securities tailoring objectives to meet each clients' individual needsLearn More
Transparency We break out performance, fees, and holdings quarterly so you know where you stand and what you pay.Learn More
Protecting Our ClientsProven long-term track record effectively managing risk in down markets and capturing gains in up markets.Learn More

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

December 2014 Quarter Review
December Quarter 2014

The bull market continued through 2014, however, it gave several deceptive moments of ending in a sharp downward correction. Although the S&P 500 index advanced by 12% last year it was not a smooth ride. The Ukraine crisis, geopolitical tensions, collapsing oil, diminishing growth around the world except in the United States and the termination of the Federal Reserve bond buying program, and even an Ebola outbreak caused periodic episodes of selling during 2014.


Download the full report here

More Quarter Reviews