Global View Capital Management

The most money an investor can make is the money not lost in a
black swan event.

Global View Capital Management quote

—Dina L. Fliss

President & Chief

Investment Strategist



Investment Programs

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. By following a rules-based discipline that employs OFFENSIVE and DEFENSIVE tools, the portfolio can move tactically so that investors can expect a defensive bias from the manager.

S&P 500 Total Return Index (1997 – 2015)

Long-Term Trend Research Signals of
Global View Capital Management


S&P 500 Total Return Index

Source: Calculated by Global View Capital Management.

Disclosures: The research signals identified in the chart above are from the actual long-term trend signals originally developed by AdvisorGuide based upon relative strength and momentum indicators. GVCM utlilizes the signals as guidance in determining a proprietary combination of technical, quantitative, and economic indicators to specific exchange traded funds and mutual funds selected for the various investment programs offered for our client accounts. Buys and Sells may have or may not have occurred on the exact dates shown and do not necessarily reflect transactions applied to every individual account. The chart above is for illustrative purposes only and is limited to general information pertaining to GVCM's investment programs. For additional information about GVCM, its investment programs, including fees, please see our disclosure statement as set forth onForm ADV and Wrap Fee Brochure and should be read carefully.

Merrill Lynch US High Yield Bond Index (1997 – 2015)

Long-Term Trend Research Signals of
Global View Capital Management


ML US High Yield Index

Source: Calculated by Global View Capital Management.

Disclosures: The research signals identified in the chart above are from the actual long-term trend signals originally developed by AdvisorGuide based upon relative strength and momentum indicators. GVCM utlilizes the signals as guidance in determining a proprietary combination of technical, quantitative, and economic indicators to specific exchange traded funds and mutual funds selected for the various investment programs offered for our client accounts. Buys and Sells may have or may not have occurred on the exact dates shown and do not necessarily reflect transactions applied to every individual account. The chart above is for illustrative purposes only and is limited to general information pertaining to GVCM's investment programs. For additional information about GVCM, its investment programs, including fees, please see our disclosure statement as set forth onForm ADV and Wrap Fee Brochure and should be read carefully.

Black Swan Event

Black Swan

Unpredictable Events Can Ravage the Financial Markets and Client Portfolios.


Research by Nassim Nicholas Taleb, the New York Times best-selling author, describes a Black Swan as a highly improbable event with three principal characteristics:


  1. It is unpredictable.
  2. It carries a massive impact.
  3. We attempt to concoct an explanation that makes it appear less random and more predictable than it was.




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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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