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Alan C

Series 65

Honolulu, HI

Global View Capital Management LLC

Alan Chu is a financial advisor with Global View Capital Management LLC in Honolulu, HI, holding a Series 65 license and five years of industry experience. His prior roles include positions at Acrylic Financial, Inc., Alphastar Capital Management, LLC, and Experior Financial Group, Inc. Outside of advising, he is president of Innovation Financial Group Inc., a company offering tax, accounting, and property management services. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative and technical investment approach based on algorithmic research and offers multiple managed account options, including personalized strategies and low-cost ETF portfolios.

Active portfolio management Passive / index investing
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Kevyn Y

Series 66

Honolulu, HI

Global View Capital Management LLC

Kevyn Yonesaki is a financial advisor at Global View Capital Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Outside of advisory roles, Yonesaki also provides tax preparation services at Diamond Head Tax Group and works as a bartender at an entertainment venue in Honolulu. Global View Capital Management offers discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans, using a model-driven approach based on technical and quantitative signals derived from its proprietary research platform.

Active portfolio management Passive / index investing
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