CHICAGO, IL—September 11, 2014—GSV Asset Management and Gentry Financial Group today announce the launch of GSV Financial Group, which will operate four principal businesses previously managed under the Gentry brand:
As part of the transition, Gentry Financial Group, the parent company for these businesses, will re-brand as GSV Financial Group.
A Combination of Leaders
According to Larry Aschebrook, Gentry’s founder and CEO of GSV Financial Group, the alignment with GSV will support the firm’s efforts to provide a differentiated financial services platform for high net worth individuals, family offices, and institutions.
“We believe that joining forces with GSV will provide enormous benefits for our clients and will support the long-term strategy and goals of our business,” said Mr. Aschebrook. “GSV’s access to the most dynamic private companies, coupled with its vision of connecting the Global Silicon Valley, is compelling.”
Founded under the Gentry brand in 2008, GSV Financial Group operates in two primary verticals: 1) Capital Formation, and, 2) Capital Preservation and Appreciation. Whether as a principal investor through GSV Ventures or as a financial advisor through GSV Securities, the capital formation business provides growth capital for the world’s most compelling, fastest-growing companies. GSV Investment Advisors, the capital preservation and appreciation team, employs a sophisticated asset allocation approach coupled with analytical investment screening and selection criteria to help its institutional and private wealth clients achieve their financial goals.
“We are pleased to welcome Gentry to the GSV family,” said Michael Moe, Founder and Co-Managing Partner of GSV Asset Management. ‘The Gentry team has earned a reputation for excellence and innovation, and we are proud to add their talent, services, relationships, and experience to our Constellation of key partners.”
The GSV Financial Group brand will launch effective immediately and the company will maintain offices in Chicago and Silicon Valley.
ABOUT GSV FINANCIAL GROUP
GSV Financial Group (formerly Gentry Financial Group) consists of four principal businesses that operate primarily in two verticals: capital formation, as well as capital preservation and appreciation. Whether as a principal investor through GSV Ventures or as a financial advisor through GSV Securities, the capital formation business provides growth capital for “tomorrow’s stars.” GSV Equity is the manager of funds and investment vehicles, overseeing and communicating performance of GSV Ventures fund offerings. GSV Investment Advisors, the capital preservation and appreciation team, utilizes a sophisticated asset allocation approach coupled with highly analytical investment screening and selection criteria to help its institutional and private wealth clients achieve their financial goals. GSV Financial Group has offices in Chicago and Silicon Valley.
Securities offered through Harbor Light Securities, LLC (Member FINRA/SIPC). Investment advisory services offered through GSV Investment Advisors, LLC (SEC Registered Investment Advisor).
ABOUT GSV ASSET MANAGEMENT
GSV is a global asset management firm focused on growth-oriented strategies for institutional investors and high net worth individuals. Founded in 2010 by one of the world’s preeminent authorities on growth investing, GSV identifies and invests in the most dynamic, fastest-growing companies from across the Global Silicon Valley. GSV is headquartered in Woodside, CA.
Accredited investor. Accredited investor shall mean any person who comes within any of the following categories, or who the issuer reasonably believes comes within any of the following categories, at the time of the sale of the securities to that person:
Any natural person whose individual net worth, or joint net worth with that person’s spouse, at the time of his purchase exceeds $1,000,000 (excluding the person’s primary residence); Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year
Alternative investment products, including hedge funds and managed futures, are not for everyone and entail risks that differ from more traditional investments. When considering alternative investments, you should consider the fact that some products use leverage and other speculative investment practices that may increase the risk of investment loss and be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees including incentive fees, and in many cases have underlying investments that are not transparent and are known only to the investment manager. With respect to alternative investments in general, you should be aware that:that any investment product will achieve its objectives, generate profits or avoid losses. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. This example is hypothetical in nature, for illustrative purposes only, and does not represent an actual client portfolio. This information should not be considered tax or investment advice. Additionally, as each investor’s needs and risk tolerances differ, so does each client’s investment strategy. This information is intended to be general in nature.
Investment Advisory Services offered on a fee basis through GSV Investment Advisors LLC, an SEC Registered Investment Advisor principally located in Chicago, IL, 205 North Michigan Avenue, Suite 3770, Tel: (312) 552-7163. A copy of the GSV Investment Advisors ADV Part 2A disclosure statement discussing its services, fees, and affiliated entities shall be provided to each prospective client prior to commencing an engagement. Risk Management and Asset Protection Services offered through GSV Wealth Advisors from the same Chicago location.
GSV Ventures, GSV Equity, Global Silicon Valley Securities, GSV Investment Advisors, and GSV Wealth Advisors are wholly-owned subsidiaries of GSV Financial Group LLC.