RVW Investing LLC is owned, managed and operated exclusively by CPAs. After years of reviewing and analyzing client brokerage statements for the purpose of preparing tax returns and financial planning, we realized that stock picking and market timing don't work and that brokers and managers add no value. We saw that the winners were never consistently on top and that fees were devastating positive results. Very few asset managers had an eye for tax affect, which would typically consume half of all gains. We saw the opportunity to help clients access equities in a low-cost and highly efficient manner and have been doing so successfully for 7 years. We initially started with our own funds and then offered it to friends and family and only after a proven track record of 7 years began marketing our advisory services.
Selwyn Gerber
CPA, Economist, Registered Investment Advisor
Selwyn Gerber is a Personal Financial Planner, trained economist and investment advisor. He founded RVW Investing after many years of carefully observing wealth managers regularly under-perform their own benchmarks. After extensive back testing and research his team pioneered the RVW model using the Schwab Institutional platform.
Selwyn is also the Founder and Managing Director of Gerber & Co., Inc. a full-service CPA firm which is completely independent from RVW. Gerber & Co.'s unique staff of seasoned veterans provides audit, attest, personal financial planning and tax services to many affluent families and celebrities. Before founding Gerber & Co., Inc., Mr. Gerber worked at Arthur Andersen, Ernst & Young, and served as partner at Breslauer, Jacobson & Rutman whose celebrity clients included Steven Spielberg, Barbra Streisand, The Eagles, and Richard Dreyfuss. A featured guest on radio programs and at conferences, Mr. Gerber also spends a significant amount of time as a lay leader in various philanthropic activities. He is a Lifetime Member of Omicron Delta Epsilon, the International Honors Society in Economics. He and his wife Glynis live in Beverlywood, Los Angeles. They have 4 children and 7 grandchildren.
Michael Stone
CPA, PFP, CLU, ChFC
Founding Partner
& Senior Portfolio Designer
Michael is a CPA and Registered Investment Advisor. He heads the portfolio design and research group – and interfaces with clients and Schwab extensively. He earned the personal financial planner designation from UCLA, he is a Chartered Life Underwriter and Chartered Financial Consultant and has over 26 years experience in financial services.
Michael enjoys traveling, exercising, and collecting red wine.
Jonathan Gerber
CPA, PFS
Jonathan is a CPA and Registered Investment Advisor and is the fixed income specialist at RVW. He vigilantly monitors fixed income markets watching interest rates and rating changes to ensure maximum yield and security. As a CPA he understands how to read the balance sheets of the issuing corporations and municipalities to ensure credit worthiness of the bonds being bought. Jonathan's BlackBerry is linked to the Schwab Institutional Fixed Income division and he received real-time rating changes for all positions in the entire RVW portfolio.
Jonathan holds a PFS (Personal Financial Specialist), a highly regarded designation given by the American Institute of Certified Public Accountants. He is currently enrolled at the University of Southern California where he is pursuing his master's degree in taxation.
Jonathan graduated with honors from the Stern School of Business at New York University in 2004. He then completed in his Masters 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 CITP (Certified Information Technology Professional) designation from the American Institute of Certified Public Accountants. He leverages his IT background to ensure efficient client communication and reporting.
Jonathan has raised two service dogs for Canine Companions for Independence. He's traveled to over fifty countries, runs and reads (primarily periodicals focused on current events, capital markets and travel). Jonathan loves the RVW approach and really enjoys helping clients achieve their financial goals. Virtually all of Jonathan's net worth is fully invested in the RVW approach, as he fully believes in the methodology. He sits on the board of LimmudLA and Jewish Venture Philanthropy, two local organizations he is committed to.