Our History
Founded by a group of passionate independent investment professionals committed
to objectivity and a fiduciary standard of care, Global View Capital Advisors believes
in making a difference in the lives of others through financial education.
Passionate Focus. A Global View
At Global View Capital Advisors, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals. We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor.
We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management firm that supports your lifelong goals and dreams.
We are a FinTech company building a platform for today’s investor demands. We integrate leading technology offerings into one single ecosystem that you and your clients can access from any device, 24-7. Your financial plans can be changed, compared and viewed together in real time. Your portfolios can be reassessed and instantly updated in a paperless environment, allowing you time to focus on important life issues rather than excessive paperwork.
Founders & Investment Leadership
Dina Fliss
President & Chief Investment Strategist
Ms. 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,...
Dean Fliss
President of Global View Capital Advisors & Insurance
Barry Arnold
Chief Investment Officer
Mr. Arnold is a member of the Global View Capital Management investment team and directly responsible for the portfolio construction and monitoring of Global View Tactical Allocation Portfolios (GTAC), as well as research and due...
Dave Morton
Director of Research & Portfolio Manager
Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and the Tactical Asset Allocation Fund. He is also directly responsible for the portfolio construction of the...