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.
View Top Employees from Global View Investment AdvisorsWebsite | http://www.globalviewinv.com |
Revenue | $1 million |
Employees | 9 (8 on RocketReach) |
Founded | 2004 |
Address | 420 E. Park Avenue Suite 303, Greenville, South Carolina 29601, US |
Phone | (864) 272-0818 |
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Industry | Investment Management, Finance General, Fee-Only Financial Planning, Finance, Wealth Management, Global Investing, Retirement Planning, Estate Planning, Asset Management, Fee-Only Financial Advisors |
Web Rank | 18 Million |
SIC | SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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The Global View Investment Advisors annual revenue was $1 million in 2024.
Kenneth Moore is the Managing Partner of Global View Investment Advisors.
8 people are employed at Global View Investment Advisors.
Global View Investment Advisors is based in Greenville, South Carolina.
The NAICS codes for Global View Investment Advisors are [523, 52].
The SIC codes for Global View Investment Advisors are [621, 62, 6211].