GLOBAL VIEW INVESTMENT ADVISORS, LLC

Overview

Global View Investment Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm combines fee-based portfolio management with financial planning and educational work—offering discretionary portfolio management for individuals and small businesses, institutional portfolio services for select business clients, and the selection of third-party advisers when appropriate. Compensation is primarily percentage-of-AUM with the option of hourly billing for planning or advisory projects. Investment activity centers on pooled public vehicles and third-party manager allocations. The firm acts as a capital allocator, constructing client relationships around mutual-fund-driven portfolios and selectively employing external managers for non-traditional exposures. Global View is not positioned as an ESG-focused adviser and maintains a concentrated operating footprint rather than a broad multi-state advisory registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices