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The Oakland Berkley Book March 2013

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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