Global View Investment Advisors Employee Directory

Investment ManagementSouth Carolina, United States2-10 Employees

Global View Investment Advisors is a small Greenville-based investment management firm that provides financial planning and wealth management services to clients with global investment needs. Its fee-only structure reflects a client-centered approach, with planning grounded in a thorough assessment of individual goals. Its Margin of Safety investing methodology aims to avoid permanent capital loss through disciplined analysis and collaborative portfolio design. 

For retirement spending, the firm offers a portfolio designed to outperform bonds while limiting interest-rate risk and volatility. Its long-term portfolios seek to outperform broad market indexes and deliver tax-efficient returns, while generally exhibiting lower volatility than the indexes. These portfolios are available in configurations that align with differing risk tolerances and tax situations.

Sign up for free to view info

Company overview Email format