GVR Investment Management, Inc.

The firm offers discretionary account and portfolio management to a range of clients, including both non‑high‑net‑worth and high‑net‑worth individuals, as well as trusts, estates, pension and profit‑sharing plans and other business entities. Services focus on regular monitoring of client accounts, initial planning discussions to document goals and restrictions, and coordination with clients’ other advisers when requested.

Investment decisions combine fundamental and technical analysis and are implemented across a spectrum of strategies from capital preservation to aggressive capital growth. The firm commonly seeks income via selling put options and conducts periodic (typically quarterly or triggered) reviews while retaining discretion over security selection, trade timing, and choice of brokerage.

Distinctive features include a relatively small client base (roughly three dozen clients) and about $36 million in discretionary assets under management overseen by the firm’s principal, with the firm operating since 1999. The firm uses percentage‑of‑AUM billing with a minimum fee that can make effective costs higher for smaller accounts, does not act as a private fund adviser or take custody of client assets, and recommends a single custodian program from which it receives certain operational benefits.