Gkv Capital Management Co Inc

GKV Capital Management Co., Inc. was established in 1975 to provide discretionary portfolio management services, managing individual investment accounts for clients. The firm, founded by Peter W. Vogel, offers investment supervisory services, making investment decisions on behalf of clients. GKV manages separate accounts tailored to each client's requirements, with a total discretionary assets under management of $230,721,423 as of January 1, 2023. The firm's investment portfolios include common stocks, bonds, trust deed loans, real estate, and options for individuals and institutions. GKV charges fees based on a negotiated schedule, with a minimum annual fee of $5,000. Clients may be billed quarterly based on the market value of their accounts. The firm does not charge performance-based fees and serves various clients, including individuals, high net worth individuals, corporate pension plans, and charitable institutions, typically requiring a minimum asset under management of $500,000. GKV's investment strategies involve a tailored approach based on client needs, risk appetite, and investment goals, focusing on equities, fixed-income, and real estate. The firm's investment decisions are made by an investment committee and are reviewed regularly. GKV does not vote proxies on behalf of clients and employs third-party custodians for client assets. Clients have the option to receive quarterly reports detailing their account performance and holdings. GKV's financial condition is stable, with no impairments affecting its ability to meet client commitments.