GV FINANCIAL ADVISORS Overview

Gv Financial Advisors is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 45 employees, of which 21 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 285MM in positions, representing 22% of the manager's regulatory AUM.

GV FINANCIAL ADVISORS StockAlpha

-3.9%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GV FINANCIAL ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWD 22.39% ETF 4.22% 0.61% 0 7%
IEFA 14.27% ETF -4.44% -0.85% 0 4%
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FEATURED IN
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GV FINANCIAL ADVISORS Founders and Key Employees

Name Title In Position Since
David L. Geller Chief Executive Officer January-2001
Matthew H. Geller President January-2015
Susan M. Davis Vp - Chief Compliance Officer January-2006
Marc J. Lewyn Ceo, Strategic Liquidity Services January-2015

GV FINANCIAL ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

GV FINANCIAL ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

GVFA uses fundamental analysis and concepts derived from modern portfolio theory to construct diversified portfolios using a tactical asset allocation strategy.

GVFA offers a range of portfolio model strategies for clients based on their risk tolerance, and financial goals and objectives. These models are broadly diversified hold multiple asset classes, such as Equity, Fixed-Income and Other (i.e. real estate, commodities, alternatives, etc.) The models vary in the level of risk and expected return based on the allocation to each asset class. The allocations of the models range from predominantly equities (most aggressive) to predominantly fixed-income (most conservative). The models are listed below from highest to lowest portfolio risk:

 Equity Growth
 Growth
 Conservative Growth
 Equity Income
 Balanced
 Strategic Income Unlock Full Investment Process Description

GV FINANCIAL ADVISORS Portfolio Concentration

GV FINANCIAL ADVISORS Location

1100 ABERNATHY ROAD
SUITE 500
ATLANTA, Georgia
UNITED STATES, 30328-5646

GV FINANCIAL ADVISORS Contact Information

Phone Number: 770-295-5600
Fax Number: 770-295-5700
Website:

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