Global View Investment Advisors, LLC

Global View Investment Advisors provides wealth management and consultation to individuals, high‑net‑worth families, revocable and irrevocable trusts, and business retirement plans, offering both discretionary and non‑discretionary portfolio management. Services documented in the brochure include preparing investment policy statements, asset allocation review, mutual fund selection, performance reporting, and coordination with third‑party money managers and clients’ other advisors.

The firm applies a Margin of Safety (MOS) investment philosophy, combining fundamental, cyclical, and technical analysis and typically holding positions long term while retaining the ability to use short sales and margin when appropriate. Its risk management process emphasizes downside‑risk metrics (including Sortino‑style analysis), worst rolling‑period returns, correlations, and probability modeling to match portfolios to client target returns and time horizons.

Compared with many peers, Global View highlights client education and community engagement: staff lead a financial planning class, have competed in national student planning challenges, and participate in volunteer and teaching activities, reflecting a practice that includes formal seminars or workshops. The firm also documents explicit sub‑adviser selection and monitoring processes, notes a small non‑discretionary segment of assets, and discloses that it does not exercise proxy‑voting authority for client accounts.