Global View Capital Management
Director of research Global View Capital Management

Dave Morton

Director of Research & Portfolio Manager

Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and the Tactical Asset Allocation Fund. He is also directly responsible for the portfolio construction of the Tactical Hard Assets, Tactical Emerging Markets, and Global Macro Strategies, sub-advised through Flexible Plan Investments. He is the Founder and Editor of AdvisorGuide, a quantitative research firm delivering clear, specific, objective and timely guidance since 1999. Mr. Morton served from 2006-2011 as Chief Research Officer and Co-Chief Investment Officer of Foxhall Capital Management, Inc., an SEC-registered firm delivering tactically managed strategies and portfolios for separately managed accounts, variable contracts and the Transamerica Series Trust. He is a graduate of the University of Florida and a longtime member of the National Association for Active Investment managers (NAAIM) where he served on the Board. Mr. Morton is a member of the Market Technicians Association (MTA) and the Financial Planning Association (FPA).













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Disclosures:

Global View Capital Management is an SEC Registered Investment Advisor. Corporate Headquarters: Stone Ridge III Business Center, Suite 350, Waukesha, WI 53188  |  262.650.1030.


Global Markets Map Source: Investors Fast Track, MSCI.com, AdviserGuide. Information contained in this material is intended solely for informational purposes only and is not an offer or solicitation to buy or sell any security, index, mutual fund or Exchange Traded Fund (ETF); nor to offer investment advice. It is intended to show as a percentage the Year to Date changes in global stock markets. GVCM does not guarantee the accuracy or completeness of this information, nor does GVCM assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only and is not a complete analysis of every material fact. All investment strategies involve the risk of financial loss. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Global View Capital Management, Ltd.), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.


Global View Capital Management, LTD

N14 W23833 Stone Ridge Drive, Suite 350
Waukesha, WI 53188

Phone: 262.650.1030
Toll Free: 888.799.GVCA or 888.799.4822
Fax: 262.650.1085
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