Gvr Investment Management, Inc. (Two Rivers)


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.

Gvr Investment Management: assets under management

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 firm manages $52.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $337.99 thousand each.

Fees & Commissions

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.

Careers at Gvr Investment Management, Inc.

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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
George Vincent Reis President, director and chief compliance officer 1 Jan 1985 75% - 100% 4342689
Alison Spaeth Vice president, director 1 Feb 1999 Other 2507458
Mary Reis Secretary/treasurer, director 1 Feb 1999 Other 3189042
Thomas James Bare Director 1 Nov 2005 Other 5076163
Daniel James Lalko Director 1 Nov 2005 Other 5076170
Paul Joseph Callan Director, vice president and treasurer 1 Nov 2005 Other 2035381
Rachel Elizabeth Wiegert Director and secretary 1 Nov 2005 Other 5076178
George Vincent Reis Director and president 1 Dec 2005 Other 4342689
First National Bank Shareholder 1 Dec 2005 75% - 100% 39-0447799

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
First Manitowoc Bancorp Shareholder 1 Dec 2005 75% - 100% 39-1435359

Based in Two Rivers

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.