Global View Investment Advisors

  • Investment Bank/Securities Brokerage
  • Greenville SC
  • 9 employees
  • Investment Management
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Company Overview

Headquarters
420 E. Park Avenue, Suite 303, Greenville SC
Website
globalviewinv.com
Phone
(864) 335-9691
Employees
9
Founded in
2004
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$3B

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Who is Global View Investment Advisors

Global View Investment Advisors is a boutique financial planning and wealth management firm located in Greenville, South Carolina. The firm employs nine people and generates approximately $2.5 million in annual revenue. Global View Investment Advisors specializes in serving the needs of global investment clients. The company offers a variety of financial planning and wealth management services, including portfolio management, retirement planning, and investment advice. They focus on minimizing the risk of permanent capital loss through a strategy they call "Margin of Safety investing." Global View Investment Advisors tailors its investment approaches to meet the specific needs of each client. They offer two primary portfolio types: Retirement Spending Portfolios and Long-Term Portfolios. Retirement Spending Portfolios aim to outperform long-term bond performance while minimizing interest rate risk and volatility. Long-Term Portfolios seek to exceed broad market index returns while delivering over 10% per annum in total return in a tax-efficient manner, while generally exhibiting lower volatility than typical market indexes. Both portfolio types are customizable to suit individual risk tolerance and tax situations. For more information about Global View Investment Advisors and its services, visit their website at globalviewinv.com.

Company Leadership

Joe Hines

Managing Partner, CFP

Phone Email

Global View Investment Advisors Industry Tags

Fee-Only Financial Planning
Wealth Management
Global Investing
Retirement Planning
Estate Planning
Asset Management
Investment Management
Fee-Only Financial Advisors
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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FAQ

What is the location of Global View Investment Advisors's headquarters?
The headquarters of Global View Investment Advisors are situated at 420 E. Park Avenue, Suite 303, Greenville SC
What is Global View Investment Advisors's phone number?
Global View Investment Advisors's contact number is (864) 335-9691.
What is Global View Investment Advisors's official website?
The official website of Global View Investment Advisors can be found at globalviewinv.com.
What is Global View Investment Advisors's current revenue?
As of January 2015, Global View Investment Advisors's annual revenue reached $3B.
How many employees does Global View Investment Advisors currently have?
Global View Investment Advisors employs approximately 9+ people as of January 2015
Which industries is Global View Investment Advisors primarily operating in?
Global View Investment Advisors operates in the following industries: Investment Management
Who is the Managing Partner, CFP of Global View Investment Advisors?
Global View Investment Advisors's Managing Partner, CFP is Joe Hines
What are Global View Investment Advisors's industry tags?
Global View Investment Advisors's industry tags include: Fee-Only Financial Planning, Wealth Management, Global Investing
When was Global View Investment Advisors founded?
Global View Investment Advisors was founded in 2004.

Employee Directory

Key Employees

Kenneth Moore

Managing Partner

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Matthew Crider

Financial Advisor

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Kathleen Moore

Director of Practice Management

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