Global View Capital Management

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Fact Sheets

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Global View Portfolio Strategies (GPS)

GPS Identifies and Adjusts to Market Conditions


GPS offers seven model portfolios that combine multiple strategies that follow a rules-based discipline that seek to best manage specific asset class and/or market conditions. Each portfolio can be a mix of equity (US & International), alternative (including commodities and currencies), bond (US and International) and Long/Short strategies.


Your Investment Advisors

Flexible Plan Investments, Ltd. (FPI)

Flexible Plan

Since the founding of FPI in 1981, this Midwestern firm with a national footprint was an early provider of strategic diversification of active investment strategies, managing accounts for tens of thousands of individuals, retirement plan sponsors and their participants. Through its dedicated team of over 50 employees, Flexible Plan is committed to delivering a fully-managed solution to its clients.


In 1989, FPI was a founding member of the Nation Association of Active Managers (NAAIM) that today has over 200 registered investment advisors, managing over $30 billion in client assets. NAAIM's purpose is to promote the use of actively managed strategies to generate favorable risk-adjusted returns as an alternative to traditional passive, buy and hold strategies.

Global View Capital Management, Ltd (GVCM):

An SEC-Registered Investment Advisor, Global View Capital Management serves as sub-advisor to Flexible Plan as its portfolio construction manager for the GPS Model Portfolios. These are structured to seek to mitigate the risk of market volatility, while leveraging the power of the universe of over 100 strategies offered by Flexible Plan. The actively managed, non-correlated strategies, when combined in one simple portfolio, deliver a highly sophisticated form of diversification.

Global View Capital Management
Your Custodian

Trust Company of America

Trust Company of America

Trust Company of America is the only independent RIA custodian offering fully integrated, real-time technology and personalized back office services designed exclusively for RIAs. Trust's unified technology, custody, and service platform gives advisors the freedom to seamlessly optimize their clients' portfolios while building smarter, more efficient businesses. Headquartered in Denver, Colorado, Trust has been redefining the scale, efficiency, and sophistication of the RIA trading model for more than 20 years.


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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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