Global View Capital Management provides a variety of innovative product solutions that aim to deliver protection in severe market declines yet still participate in up markets. By following a specific set of risk targets for each strategy and portfolio that is not benchmark-centric, the investment management programs are unconstrained.

The old rules of static asset allocation and passive investment to manage risk and return no longer work. To adapt to a world whose markets have become globalized, investment management needs to adapt to multi-dimensional forces that are more complex than ever. GVCM believes that risk and return is better defined by the client reaching their goals and time horizons and minimizing the impact of black swan events that have been ruinous for portfolios, wiping out trillions in global market value.

Tactical S&P 500 Chart

Look at The Power of Compounding table below. One investor compounds at 12% each and every year, resulting in an accumulated portfolio of $1.3 million.

In The Importance of Avoiding Losses table, this investor also compounds at 12% per annum, but every 12 years the portfolios takes a -50% hit. The end result is you have more than 10 times the money in your nest egg if you can avoid the severe bear market drawdowns!


Global View Capital Management, LTD is an SEC-Registered Investment Advisory firm that offers a unified managed account program with over 100 managed account strategies, mutual funds, exchange-traded-funds (ETFs) and variable insurance sub-account portfolios.

Investment Advisory Services

  • Unified Managed Accounts
  • Multi-Strategy Portfolios
  • Mutual Fund Wrap Program
  • ETF Index Portfolios
  • Tactical & Strategic ETF Strategies
  • Dimensional Fund Advisors (DFA) Fund Solution
  • Variable Insurance Sub-Account Portfolios
  • Employer-Sponsored Retirement Investment Options

Investment Methodologies

  • Tactical Analysis Approach
  • Strategic Analysis Approach
  • Dynamic Analysis Approach
  • Traditional Modern Portfolio Approach

Investment Options

  • Exchange Traded Funds
  • Mutual Funds
  • Individual Stocks & Bonds
  • Municipal Bonds
  • Master Limited Partnerships
  • Variable Insurance Sub-Account

Our Custodians

Our Money Managers

Our Partners

Multiple Strategies | Multiple Markets | A Global View

GTAC offers five risk-based model portfolios that seek to protect investors from severe losses in down markets while attempting to outperform the broad global equity markets over a full market cycle. By employing long, short and neutral trend-following strategies across global asset classes, GTAC is unconstrained and seeks to improve portfolio diversification with historically low correlated investment strategies.

The science has evolved in portfolio construction for the retail investor based upon similar methodologies employed in Global Tactical Asset Allocation at the institutional level. Known widely by institutional investors who have been able to access across the equity, bond, commodity, currency and alternative asset class spectrum; advancements in technology, trading platforms and exchange-traded products have enabled the average investor to access asset classes and trading strategies that were difficult, if not impossible, until recently.

Does Your Portfolio have a Crash Plan?