Global View Capital Management

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 Options:

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


Investment Methodologies:

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


Quick Facts:

  • - Over 35 Money Manager Firms
  • - Over 100 Separately Managed Account Strategies
  • - Over 75 Focused Fund Selections
  • Account Minimums
  • - $25,000
  • Management Account Fee Schedule
  • - 1% Program Fee plus Maximum
  • - Up to 1.4% Advisor Fee
 
 
Fact Sheets

Fact Sheets

Downloads available for financial professionals only.



Global View Capital Management & Summit Advisor Solutions

Executive Summary

A TEAM
YOU CAN
COUNT ON

Global View Capital Management, Ltd

An SEC-Registered Investment Advisor, Global View Capital Management offers a unified managed account program with over 100 managed account strategies offered from 35 institutional money management firms. GVCM is the portfolio manager for the Globalview Tactical Asset Allocation model portfolios (GTACTM). The strategy employed is known widely by institutional firms who have been able to access the broad asset class spectrum globally. The advancements in technology, trading platforms and exchange-traded products have enabled the average investor to access asset classes and trading strategies that were not previously available for the average retail investor until recently. The actively managed, non–correlated strategies, when combined in one simple portfolio, deliver a highly sophisticated form of diversification with an emphasis on downside protection.


Global View Capital Managment

Summit Advisor Solutions

Summit Advisor Solutions (SAS) is an investment and technology platform provider to RIA firms across the country. At of the end of 2014 SAS has over $1.8 billion in advisory assets on its platform, has 50 employees and is growing rapidly. The union of SCA and Argentus Partners in 2014 resulted in a strong combination of cutting-edge technology and a comprehensive array of investment solutions including access to direct alternative strategies through delivery systems designed around the needs of retail advisors and their clients. In addition, SAS adheres to the Global Investment Performance Standard (GIPS®).


Summit Advisor Solutions

Our Custodians:


TD Ameritrade Charles Schwab Trust Company of America
Fidelity Folio Institutional Jefferson National

Our Money Managers:


Astor Financial AMP Wealth Management Beaumont Capital Management
Belle Haven Capital Wealth Planning Charles Schwab PCRA
Chilton Capital Management Clark Capital Management Group Congress Asset Management Company
Contravisory Investment Management Core Capital Markets Cougar Global Investments
Elessar Investment Management Frontier Asset Management Fund evaluation Group
Good Harbor Financial Hahn Capital Management Hays Advisory
Herndon Capital Management Ironwood Investment Management Lattice Strategies
Legacy Wealth Management Longview Mastrapasqua Asset Managment
Metropolitan Capital Strategies Navellier Calculated Investment Newfound Research
Oakview Capital Management River Road Asset Management Riverbridge Partners
SMH Capital Advisors Steel Path St. James Investment Company
Stewardship Partners Suncoast Equity Management W.E. Donoghue
Wilbanks Smith and Thomas Summit Catholic Investment Strategies

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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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