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Stephen R

Series 65

Hanna, UT

Global View Capital Management LLC

Stephen Roberts is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 11 years of industry experience. He has been involved with multiple related entities since 2014 and is also a founding partner and developer at MLine Technologies, Inc., a software development firm. His professional background includes software development, consulting, and managing advisory and insurance services within the Global View Capital network. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs technical and quantitative investment strategies supported by an in-house algorithmic research platform and offers a range of managed account solutions, including a low-cost ETF-only option and access to third-party managers.

Active portfolio management Passive / index investing
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