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 5 years. We initially started with our own funds and then offered it to friends and family and only after a proven track record of 5 years began marketing our advisory services.

Selwyn Gerber, CPA, Economist, Registered Investment Advisor

About Selwyn Gerber

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

About Michael Stone

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 Charted 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

About Jonathan Gerber

Jonathan is a CPA and Registered Investment Advisor. His heads the administrative and infrastructure team at RVW, manages all technology issues and interfaces directly with clients. He graduated from New York University’s Stern School of Business with a degree in finance and accounting. He’s a 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 has raised two service dogs for Canine Companions for Independence. He’s traveled to over fifty countries, runs and loves to read. Jonathan loves the RVW approach and really enjoys helping clients achieve their financial goals.

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