Global View Investment Advisors

World Class fee-only fiduciary team of CFP, attorney, and accountant helping investors retire on their terms

General Information
Company Name
Global View Investment Advisors
Founded Year
2004
Location (Offices)
Greenville, United States +1
Founders / Decision Makers
Number of Employees
10
Industries
Finance, Financial Services, Wealth Management
Funding Stage
-
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Global View Investment Advisors - Company Profile

Global View Investment Advisors is a Boutique, Fee-Only, Financial Planning & Wealth Management Firm, Serving Global Investments Clients from Downtown Greenville, South Carolina. We strive to avoid permanent loss of capital for our clients through a careful analysis of their needs using interactive planning and the best world class investments we can find. Our primary focus is on eliminating the risk of permanent loss of capital through a process we call Margin of Safety investing based on client needs. Together with the client, we collaboratively choose a mix of portfolios to meet this objective. Our (Retirement) Spending Portfolio seeks to beat the long-term performance of bonds while taking minimal interest rate risk and low volatility. Our Long-Term portfolios seek to outperform broad market indexes and deliver over 10% p.a. total return in a tax-efficient fashion; they are also generally much less volatile than indexes. Both portfolios are available for differing risk tolerance and tax situations.

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