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.
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!
Through our Partnership with Wealthsimple…
Wealthsimple is an SEC-Registered Investment Advisor and has partnered with Global View Capital Management, Ltd. a leading portfolio manager specializing in tactical management utilizing low-cost Exchange-Traded-Funds (ETFs).
Through Global View Capital Management’s partnership with Wealthsimple, clients have access to both cutting-edge technology, world-class tactical investment management and a commitment to allocate to disruptive technology companies, all without sacrificing the client-advisor relationship.
Through their team of Silicon Valley’s best technology talent, Wealthsimple provides you with a personalized, low-cost digital wealth platform and the ability from your phone to set up an account in as little as 10 minutes!
Wealthsimple provides the brokerage, custodian, and client interface. Using a digital risk assessment, Wealthsimple tailors a profile that best suits your financial goals. Once your risk tolerance has been determined, GVCM determines what securities to buy and sell, and Wealthsimple executes the trades at no additional cost.
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.
Our Money Managers
GLOBAL VIEW TACTICAL ASSET ALLOCATION MODELS
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.