The long term financial well being of every client.
We employ an evidence-based portfolio design rooted in academia and
Nobel Prize winning economics to optimize expected rates of return.
Every RVW Wealth Advisor is a CPA and a personal financial planner.
We have the experience and resources to design and implement a sophisticated wealth strategy
that aligns with your unique financial, tax, estate-planning and philanthropic goals.
Selwyn is the Co-Founder and Chief Strategist of RVW. He has authored 2 books, is a frequent radio guest and has appeared on television. He is a 40 year veteran of guiding the financial lives of high net worth clients. Selwyn founded Gerber & Co Inc (now a thriving 45-person full service CPA firm) in 1986 after having been a partner at the most prestigious Business Management firm in Los Angeles where his personal clients included some of Hollywood’s leading celebrities. His undergraduate and post-graduate studies were all at the University of Cape Town, where he graduated Cum Laude and taught in the Dept. of Accounting. He is a Chartered Accountant in addition to being a CPA, an accredited Economist and Personal Financial Planner.
Loren heads our Client Support and Interface Team. He is responsible for developing new business and maintaining existing relationships with our growing client base. He also helps in the transition from the client’s previous manager or broker to RVW.
Loren was a former broker at Bear Stearns and worked at 2 highly regarded wealth management firms (SSI Investments and McComsey Asset Management) prior to joining RVW. Loren has over 20 years of experience in the investment management business. He is a top tennis player and still plays in USTA tournaments.
Jonathan’s focus is on helping clients ensure financial security by building portfolios tailored to their individual needs. Jonathan is an accredited Personal Financial Specialist (PFS), a highly regarded designation given by the American Institute of Certified Public Accountants. Jonathan graduated with honors from the Stern School of Business at New York University in 2004. He then completed in his Master’s in Business Taxation (MBT) at the Marshall School of Business at the University of Southern California in 2012.
A real lover of technology, Jonathan holds a CISA (Certified Information Systems Auditor) designation from ISACA. Additionally he holds a Certified Information Technology Professional (CITP) designation from the American Institute of Certified Public Accountants. He leverages his IT background to ensure efficient client communication and reporting. Jonathan has raised three service dogs for Canine Companions for Independence. He has traveled to over 50 countries, runs and reads (primarily periodicals focused on current events, capital markets and travel). He and his wife Natalie have three children. They also founded an overnight summer camp called Moshava California.
Kelly has 12 years of experience in the investment banking industry as an administrative assistant/receptionist with several firms between New York and Los Angeles. She entered the industry as a manager in the support services division at Morgan Stanley and Banc of America Securities while living in New York, then segued into the administrative/receptionist position after returning to Los Angeles and working for UBS Investment Bank until 2011. After a hiatus from the corporate realm, she joined the RVW team in September of 2015.
In addition to her full-time position at RVW Investing, Kelly is a Flamenco and Latin dance teacher and performer, as well as a cardio dance instructor.
Stephen Seo is an investment advisor who provides investment management solutions and asset allocation advice to high net worth families and institutions. He is responsible for helping clients preserve, grow, and transfer wealth in a tax-efficient manner and heads the RVW Research Team.
Prior to joining RVW, he was an analyst with JP Morgan Private Bank where he worked with individuals and endowments in the areas of investments, credit, banking and wealth planning. Previous to JP Morgan, Stephen worked with clients from various sectors including technology, real estate, and consumer discretionary at Deloitte.
Stephen is a CFA Charterholder and a CPA. He graduated cum laude with a Bachelor’s degree in Economics, honors with highest distinction, and a minor in accounting from University of California, San Diego. He enjoys traveling and trying new restaurants.
Annie’s focus is on helping clients build customized financial plans tailored to their individual lifestyles and needs. Prior to joining RVW, she specialized in wealth planning with ultra-high net worth families in the private equity industry.
Annie is a CPA and graduated cum laude with a Bachelor’s degree in Economics and a minor in Asian American Studies from University of California, Los Angeles. She and her husband Luke have two children. They are active in the non-profit organizations International Youth Fellowship (IYF) and Gracias Music Foundation (GMF). They enjoy volunteering at leadership camps and strive to bring joy through musical concerts featuring the world renowned Gracias Choir.
Ensures each client’s operational needs are promptly met with perfection.
RVW portfolios include enhanced more complex, indexing methods. This enables us to tilt portfolios towards diversified groupings of stocks with attributes that have historically provided higher expected returns.
We believe that asset allocation is a primary determinant of portfolio volatility and indeed of returns – and that in the long run markets tend to be efficient, with severe oscillations in the shorter term.
RVW Select Funds that provide participation in ownership of over 2000 carefully chosen enterprises positioned for long term wealth optimization in a low-cost, tax-efficient manner.
Historically, stellar long-term rewards have awaited those who prudently provide capital to successful enterprises,. However engaging in speculation, market-timing and stock-picking was generally unsuccessful.
Secure bonds are included for planned liquidity needs in a laddered portfolio. Bonds are purchased directly through Schwab Institutional and we make no markups. We eschew “alternatives” such as hedge funds and commodities because they do not comport with our strategy.
We are fee-only managers whose sole financial goal is to help you reach yours in a planned and systemic manner. We are compensated solely through your (fully disclosed) fees, taking no undisclosed commissions or other 3rd party incentives. Our interests are fully alligned with yours.
We are your fiduciaries and always act solely in your best interests, which we place ahead of our own.
We are absolutely objective and bottom-line oriented.