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Investment Philosophy

Do you sometimes wish you had a personal assistant to remind you to save and to help you with your financial goals, or perhaps simply a second look and confirmation that you are moving in the right direction?
This is what we do at Global View Capital Advisors. We work for you and with you, crafting a comprehensive strategy that is yours.   We will help you modify as you reach current goals and set new ones. We make ourselves available to answer your questions and guide you in your financial decisions. Anyone can simply open an account for you; what differentiates us is that we serve people looking for something more—an advocate, a relationship.  Come to the office and chat with us; it will be a step that will change your future.

Our Mission

Design

WE...

  • Listen to identify your dreams and goals
  • Gather, organize and analyze your financial information
  • Make recommendations based upon your needs

Grow

WE...

  • Agree upon clear objectives and risk expectations
  • Monitor your investments and track the progress
  • Refine and revise along the way

Protect

WE...

  • Offer investment strategies with downside protection for unpredictable markets
  • Help protect your family from life's unexpected challenges
  • Assist you with creating a legacy for future generations

What is a fiduciary advisory?




Not all advisors are required to put your interests first.

Only financial advisors who are fiduciaries are required to act in the best interest of their clients. The fiduciary duty is the highest standard of care; it avoids conflicts of interests by acting with undivided loyalty and utmost good faith, even if doing so is contrary to yours.


Here's What to Expect

Get to Know You

During your free consultation with your personal financial advisor, we listen to you.

Know Your Goals

We gather, organize and analyze your financial information. We make recommendations based upon your needs, goals and dreams.

Make a Plan

We agree upon clear objectives and risk expectations. We offer investment strategies with downside protection for unpredictable markets.


Personal Relationship

As your dedicated financial advisor, we monitor your investments and track the progress. We help protect your family from life's unexpected challenges.

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