Our Guidance. Your Future. And Theirs
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About Us

Our Focus:

The long term financial well being of every client.

Our Methodology:

We employ an evidence-based portfolio design rooted in academia and
Nobel Prize winning economics to optimize expected rates of return.

Our Wealth Team:

Every RVW Wealth Advisor is a CPA and a personal financial planner.

Our Guidance:

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.

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Your Team

Jonathan Gerber
Jonathan Gerber
BIO
Selwyn Gerber
Selwyn Gerber
BIO
Loren Gesas
Loren Gesas
BIO
Mary Ann Moe
Mary Ann Moe
BIO
Annie Park
Annie Park
BIO
Donovan
Donovan Schafer
BIO
Kelly Richardson
Kelly Richardson
BIO
Stephen Seo
Stephen Seo
BIO
Simon Liu
Simon Liu
BIO
Zacharia Waxler
Zacharia Waxler
BIO

Our Philosophy

RVW provides conflict-free investment advice and offers investors an alternative to the typical Wall Street experience.

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 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 institutional trading relationships where we make no markups. We eschew “alternatives” such as hedge funds and commodities because they do not comport with our strategy.

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Our Three Core Values

  1. 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.

  2. We are your fiduciaries and always act solely in your best interests, which we place ahead of our own.

  3. We are absolutely objective and bottom-line oriented.

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What your broker won’t tell you

Written by CPAs who are also
Wealth Advisors and Financial Planners

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“The Wealth Blueprint”
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