Dina Fliss
President Global View Capital Management, Chief Compliance Officer, and Chief Investment Strategist
Dina Fliss is directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios ("GTAC") & the Tactical Asset Allocation Fund, GPS model portfolios, Tactical Hard Asset, Tactical Emerging Markets, and Global Macro strategies, sub-advised through Flexible Plan Investments.
She is Co-Founder of Global View Capital Management and Global View Capital Advisors which is a network of over 150 registered representatives, investment adviser representatives and insurance agents throughout the U.S. and Canada. Dina has been researching and developing model portfolios and actively managed strategies since 1995. When Dina was employed at World Marketing Alliance from October 1991 through April 2001, she co-developed model portfolios and designed marketing programs utilizing the science of Modern Portfolio Theory. From March 2003 through November 2010, Dina was the Executive Director of Investment Advisors International, a SEC Registered Investment Advisor firm with the AEGON Group. She co-developed actively managed strategies and identified Third Party Money Managers specializing in actively managed strategies for the platform. In December 2011, Dina formed her own SEC Registered Investment Advisor firm where she currently serves as the President, Chief Compliance Officer and Chief Investment Strategist.
Dina attended the University of Wisconsin studying mathematics and physics.
Dina's experience includes quantitative analysis and modeling, sales and marketing and business development in both the U.S. and Canada.