Where
PASSION
Drives
INNOVATION
Join our Comprehensive Financial Services Firm leveraging Award-Winning Fintech to serve our Financial Advisors and their Clients.
Jack Peters
National Sales Director
Let's build a better future together.
About US
A Passionate Focus, A Global View
At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals.
We empower financial advisors to
own their business, eliminate biases, and provide a structure that advisors with the highest ambitions cannot outgrow.
We offer the ability for any advisor, upon affiliation, to have access to our vast services, platform and toolbox. We are the perfect partner for an advisor seeking both ownership of their business and the resources needed to accelerate their growth.
Proven systems.
Transform how you serve clients.
We offer the ability for any advisor, upon affiliation, to have access to our vast services, platform and toolbox. We are the perfect partner for an advisor seeking both ownership of their business and the resources needed to accelerate their growth.
Ownership & Equity Based Business Model
Own your book of business and have control of your clients' financial information.
Operate under the support of Global View Capital, who's business model is designed to provide you with the infrastructure you need for success.
We offer financial professionals multiple affiliation models and the freedom to choose a path that meets their ambitions.
From practice to team-building to business solutions, advisers have the freedom to choose where they work, when they work and how much they work.
Empowered Financial Advisors
An independent, full-service RIA that provides extensive resources and the ability to own your business is hard to find.
So we built it ourselves! When you partner with us, you have the control and support to build value of your financial business for your clients and family.
Home Office Support
We all know the story. You want your own business, but there are so many tools you need to be successful. It’s overwhelming!
Our business is to support your vision with a culture of true independence.
We are your operational partner with a home office staff that feels like family that takes joy in helping you succeed.
Stay ahead of ever-changing rules and regulations.
We provide you with support, training, oversight, and the guidance you need to stay compliant.
By democratizing our various affiliation models, you are in control of how to structure your business model.
If you're looking to grow your business and attract more clients, we provide marketing materials that are easy to customize.
Investment Platform
With so much technology available these days, it can be confusing and expensive.
As a pioneer in Open Architecture FinTech, you have a single sign-on, custom dashboard that allows you to run your entire book of business without the need for multiple technology stacks.
A key differentiator is the robust line-up of some of the best money managers specializing in tactical and dynamic strategies, all deliverable in a Unified Managed Account (UMA).
Customize our comprehensive Advisory Services Platform that provides access to 3rd Party Money Managers, Proposal Generation, Custodial Connections, Investment Consulting, and more.
Our large offering of Tactical Strategies provides the opportunity to find smart investment options for every client.
Our team helps you effortlessly streamline the paperwork process for onboarding and servicing client accounts.
Technology
Streamline your resources when you become a Global View Capital Advisor.
Integrated technology platform that makes things simple.
Proposal system generates a professional presentation which includes portfolio performance and risk analysis relative to benchmarks.
Forms necessary for the chosen custodian are generated and populated with the client data.
Client billing, institutional trading and performance reporting systems are completely integrated for timely and accurate data in servicing your clients.
Unlimited use of our one-of-a-kind Financial Planning Calculator.
Advisor Intranet site where you can find the resources you need.
Training and Resources
Everyone has questions, and we’re always here to help.
With a live monthly webinar training calendar chocked full of valuable, current topics and a webinar-on-demand library; a wealth of knowledge from top leadership provides practical know-how to lift your business to the next level.
An Executive Director & Branch Manager team provide the day-to-day and hands-on support necessary to move you from dreaming to doing.
Mentoring and coaching from the senior leadership team that has achieved years of real-life success to help you design a business plan and pathway for your success.
Ownership & Equity Based Business Model
We know 70% of Financial Advisors own no more than their job…that’s why we are different.
Own your book of business and have control of your clients' financial information.
Operate under the support of Global View Capital, who's business model is designed to provide you with the infrastructure you need for success.
We offer financial professionals multiple affiliation models and the freedom to choose a path that meets their ambitions.
From practice to team-building to business solutions, advisers have the freedom to choose where they work, when they work and how much they work.
Industry Connections
Building relationships, facilitating partnerships, and making connections can have a huge impact on a company.
Use of an RIA friendly and comprehensive broker dealer
Access to Insurance and annuity products
Ability to run a practice using only Fiduciary based licenses (s65/s66)
Jack Peters
National Sales Director
Email: jpeters@gvcaponline.com
Global View Capital Management
N14 W23833 Stone Ridge Drive
Suite 350
Waukesha, WI 53188
Get In Touch!
Phone Number:
513-995-6212
Call 513-995-6212
Email: jpeters@gvcaponline.com
Site: www.gvcmanagement.com