Westlake Village, CA Office

GKV Capital Management provides discretionary portfolio management to individual clients, including high‑net‑worth investors, as well as a range of institutional clients, managing separately tailored accounts and integrating held‑away retirement and education accounts into its oversight. The firm also offers financial planning support and facilitates estate‑planning documents for clients through a third‑party technology provider.

Investment decisions are guided by a combined top‑down macro analysis and bottom‑up fundamental research, executed by a small investment committee that manages each account discretely and tailors portfolios to client objectives and restrictions. For appropriate clients the firm may employ leverage, options transactions, and short sales, and describes a generally long‑term holding approach with active timing and continuous internal review.

GKV is a long‑standing adviser that manages roughly $357 million with a three‑advisor team, a structure that enables frequent, hands‑on reviews and centralized trading authority; trading and custody are handled through institutional custodians and an average‑price account process for trade aggregation. The firm’s integrated management of held‑away accounts via a third‑party order system and its tech‑facilitated estate‑planning offering, together with a policy of not voting client proxies, distinguish its operating model from many peers of similar size.