Gvr Investment Management, Inc. is a large advisory firm based in Two Rivers. It manages $52.39 million of regulatory assets for 155 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Illinois and Wisconsin.
Gvr Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Gvr Investment Management, Inc. is $52.39 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Gvr Investment Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas James Bare has been acting as President since 1 Nov 2005. George Vincent Reis joined the executive team most recently as the Director And President.
The principal office where Gvr Investment Management, Inc. performs its advisory services is located at 1413 22 Nd Street, Two Rivers, WI 54241 The mailing address of the firm is P.O. Box 388, Two Rivers, WI 54241. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 920-793-4442 or by fax 920-793-4637. The normal business hours are 7:30 a.m.-5:30 p.m. on Monday - Friday. You can find more information about the New York firm at gvreis@charter.net.