Empowered Financial Advisors

An independent, full-service RIA that provides extensive resources and the ability to own your business is hard to find. So we built it ourselves! When you partner with us you have the control and support to build value of your financial business for your clients and family.

Global View Capital Management empowers financial advisors to own their business, eliminate biases and provide a structure that advisors with the highest ambitions cannot outgrow.

We offer the ability for any advisor, upon affiliation, to have access to our vast services, platform and toolbox. We are the perfect partner for an advisor seeking both ownership of their business and the resources needed to accelerate their growth.

Home Office Support

Our business is to support your vision.

Technology

A true Fintech platform to plug into with integrated and professional technology systems.

Investment Platform

Run your entire book of business without the need for multiple technology stacks and offer innovative wealth management.

Training and Resources

Hands-on Support, Mentoring from senior leadership, and a vast webinar library.

Ownership & Equity Based Business Model

You own your Book of Business.

Industry Connections

Partnerships to help you accelerate and optimize your practice.

Ownership & Equity Based Business Model

You own your Book of Business.

Industry Connections

Partnerships to help you accelerate and optimize your practice.

Home Office Support

We all know the story. You want your own business, but there are so many tools you need to be successful. It’s overwhelming!

Benefits:

Our business is to support your vision with a culture of true independence. We are your operational partner with a home office staff that feels like family that takes joy in helping you succeed.
Stay ahead of ever-changing rules and regulations. We provide you with support, training, oversight, and the guidance you need to stay compliant.
By democratizing our various affiliation models, you are in control of how to structure your business model.
If you're looking to grow your business and attract more clients, we provide marketing materials that are easy to customize.

Investment Platform

With so much technology available these days, it can be confusing and expensive.

Our Platform:

As a pioneer in Open Architecture FinTech, you have a single sign-on, custom dashboard that allows you to run your entire book of business without the need for multiple technology stacks
A key differentiator is the robust line-up of some of the best money managers specializing in tactical and dynamic strategies, all deliverable in a Unified Managed Account (UMA).
Customize our comprehensive Advisory Services Platform that provides access to 3rd Party Money Managers, Proposal Generation, Custodial Connections, Investment Consulting, and more.
Our large offering of Tactical Strategies provides the opportunity to find smart investment options for every client.
Our team helps you effortlessly streamline the paperwork process for onboarding and servicing client accounts.

Training and Resources

Everyone has questions, and we’re always here to help.

Available to you:

With a live monthly webinar training calendar chocked full of valuable, current topics and a webinar-on-demand library; a wealth of knowledge from top leadership provides practical know-how to lift your business to the next level.
An Executive Director & Branch Manager team provide the day-to-day and hands-on support necessary to move you from dreaming to doing.
Mentoring and coaching from the senior leadership team that has achieved years of real-life success to help you design a business plan and pathway for your success.

Ownership & Equity Based Business Model

We know 70% of Financial Advisors own no more than their job…that’s why we are different.

Your Firm:

Own your book of business and have control of your clients' financial information.
Operate under the support of Global View Capital, who's business model is designed to provide you with the infrastructure you need for success.
We offer financial professionals multiple affiliation models and the freedom to choose a path that meets their ambitions.
From practice to team-building to business solutions, advisers have the freedom to choose where they work, when they work and how much they work.

Technology

Streamline your resources when you become a Global View Capital Advisor.

Tools:

Integrated technology platform that makes things simple.
Proposal system generates a professional presentation which includes portfolio performance and risk analysis relative to benchmarks.
Forms necessary for the chosen custodian are generated and populated with the client data.
Client billing, institutional trading and performance reporting systems are completely integrated for timely and accurate data in servicing your clients
Unlimited use of our one-of-a-kind Financial Planning Calculator.
Advisor Intranet site where you can find the resources you need.

Industry Connections

Building relationships, facilitating partnerships, and making connections can have a huge impact on a company.

Empowered Financial Advisors

An independent, full-service RIA that provides extensive resources and the ability to own your business is hard to find. So we built it ourselves! When you partner with us you have the control and support to build value of your financial business for your clients and family.

Home Office Support

Technology

Investment Platform

Training and Resources

Ownership & Equity Based Business Model

Industry Connections

Ownership & Equity Based Business Model

Industry Connections

A FinTech Company that enables you to efficiently serve clients., have an organized business., manage your time.

Home Office Support

Benefits:

Investment Platform

Our Platform:

Training and Resources

Available to you:

Ownership & Equity Based Business Model

Your Firm:

Technology

Industry Connections

Strategic Partnerships: