Global View Capital Management LLC

Global View Capital Management (GVCM) provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans and other businesses, managing about $708 million in discretionary assets across roughly 85 advisors and 3,900 client relationships. Services include proprietary model portfolios, a Personalized Managed Account Program (SMAs, mutual funds and ETFs), sub-advisory arrangements with other platforms, a low-cost ETF-only offering, and retirement-plan related investment solutions.

The firm’s investment process is largely model-driven and quantitative, relying on technical analysis, momentum, relative strength and trend-following signals to construct and weight holdings, with stop-loss limits and allocation shifts to cash or bonds used for downside protection. Those signals are generated and applied at scale through a majority-owned research arm that provides daily rankings and buy/sell alerts for thousands of mutual funds and ETFs; models are managed to specific objectives rather than individualized portfolios and are implemented via centralized trade and platform arrangements.

Compared with many peers, GVCM does not list charitable organizations among its client types, a less common client mix for an enterprise adviser, and it retains several distinctive operational arrangements: majority ownership of its research provider, participation as sub-advisor to multiple third-party platforms (including U.S. and Canadian offerings), reliance on block trading and third-party technology/trading partners, and limited custody arrangements tied to standing letters of authorization. These structural features—and the firm’s reliance on proprietary algorithmic research and model-based implementation—differentiate its business model within the enterprise adviser peer group.