GreG VoGel Portfolio Manager GKV Capital Management Co., Inc. 125 Auburn Ct., Ste. 200 WeStlAke VillAge 2950 buSkirk AVe., Ste. 300 WAlnut Creek (925) 407-4771 www.gkvcapital.com we are passionate about what we do. let us help create a future rich in the things you love. gkV Capital is an independent, fee-based investment advisor managing investment assets for more than 35 years. As a boutique portfolio manager, we do a few things differently from the big Wall Street firms: + We have a legal responsibility to put our clients’ interests ahead of our own. + Our clients don’t fit into pre-defined buckets each deserves a portfolio matching their needs. + Performance and fees are accessible and easy to understand. Client’s assets are managed separately to address their unique requirements. every client has a different appetite for risk, a different tax situation, and varying long-term financial goals. We believe that a client’s portfolio should reflect these individual needs.
The Oakland Berkley Book March 2013
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