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A Finer Kind of Fund Management

Helping You Personalize Your Municipal Portfolios

About Capital Gains Inc.

Personalizing your municipal portfolios is what we are about.

We can help you manage your short-term cash or longer-term municipal funds. Capital Gains can also provide investment management services for your police and fire pension fund assets, both the fixed income and equity portions of your portfolio.

Why hire Capital Gains Inc.?

  • Experience
  • Customized Reporting
  • Trustworthy
  • Independent Advisor
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Company Profile

Capital Gains Inc.

Founded: 1992

Owner: Gary Karshna

Certifications: Series 63 and Series 65 License. Registered Investment Advisor with the Securities and Exchange Commission (SEC) since 1992

Areas of expertise: Investment Management

Capital Gains was incorporated in February of 1992 and is a registered Investment Advisor with the Securities and Exchange Commission.

We specialize in the personalized design and management of municipal portfolios. We customize all of our services to meet the individual needs of each client. We can help you manage your short-term cash or longer-term municipal funds. Capital Gains can also provide investment management services for your police and fire pension fund assets, both the fixed income and equity portions of your portfolio. We strive to provide our clients with the exceptional service and outstanding rates of return, in a safe and responsible manner.

We take time to understand the needs of each client and then work with you to fine tune your existing portfolio to meet those needs. We will tailor our services to meet the needs of each individual client.

Capital Gains is an independent Investment Advisor, which means we have no direct affiliations with any other companies. We can help you improve the effectiveness of your investment program and streamline the investment function.

Our goal is to provide high quality investment management services in a safe and responsible manner.

Capital Gains is intent on building long-standing relationships with its clients, emphasizing professionalism and high quality investment services.

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What sets us apart from other investment advisors?

WE CARE!

This means we will help you manage your money as if it were our own money!

At Capital Gains Incorporated we truly provide:

"A FINER KIND OF FUND MANAGEMENT”

Our President/CEO

Gary Karshna

Summary

Gary Karshna has over thirty years of investment management experience. He served as a Treasurer and Finance Director from 1984 to 1992. Under Gary’s direction, investment revenues increased dramatically. Because of Gary’s knowledge and enthusiasm for investments, he started his own company “Capital Gains Incorporated” in February of 1992. Since that time, Gary has successfully managed public sector investment portfolios; general funds, police and fire pension funds.

Education

• Bachelor of Arts degree in Economics from the University of Wisconsin-Parkside

• Master of Arts degree in Public Finance from the University of Wisconsin – Milwaukee

• Series 63 and Series 65 license and is a registered Investment Advisor with the Securities and Exchange Commission (SEC) and the State of Illinois since 1992.

Additional Information

Gary is also a frequent speaker at IPPFA and IGFOA seminars and his article: “Duration - What Does It Mean?” has been featured in educational materials for business and finance such as “Fundamentals Of Investments” by Haim Levy, Prentice Hall, First Edition, 2002.

Gary stays abreast of changes in accounting standards and pension statutes through membership in the Illinois Government Finance Officers Association (IGFOA), the Government Finance Officers Association (GFOA), the Illinois Professional Firefighters’ Association (IPFA) and the Illinois Public Pension Fund Association (IPPFA).