Long Beach, CA Office
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Global View Capital Management LLC
Multi-team
Firm-wide stats for Global View Capital Management LLC
About
Global View Capital Management provides discretionary investment management and financial planning to a mix of individuals (including high-net-worth clients), trusts, corporations and employer-sponsored retirement plans. The firm also acts as a sub‑advisor to third‑party programs and sponsors a Personalized Managed Account Program that includes SMAs, mutual funds, ETFs and access to unrelated third‑party managers, and it offers a separate low‑cost, ETF-only “build your own” option and held‑away account management through a third‑party platform.
The firm uses a suitability questionnaire to establish risk profile and time horizon, and generally manages strategies to specific objectives rather than tailoring each model to an individual client; IARs match model suitability to client circumstances. Investment selection relies primarily on technical and quantitative methods — including momentum, relative strength and trend‑following signals — with stop‑loss rules to shift exposure, and those signals are produced by the firm’s algorithmic research platform covering over 14,000 mutual funds and ETFs.
Distinctive features include the firm’s ownership of its research arm (AdvisorGuide, LLC, acquired in 2026) that generates the daily rankings and buy/sell alerts used across its programs and is also offered to outside subscribers. GVCM discloses it is deemed to have “constructive custody” in certain situations (fee debits and standing letters of authorization) and operates a networked delivery model that includes promotor/referral arrangements, affiliated marketing and insurance entities, a TAMP relationship that enables block trading, and multiple platform integrations that clients should consider when evaluating potential conflicts of interest.
Based on Global View Capital Management LLC
Location
5199 E. Pacific Coast Highway, Suite 204
Long Beach CA 90804
Advisors at this office
3
Advisors at this office
Robert O
Series 63, Series 65
Long Beach, CA
Global View Capital Management LLC
Robert Oda is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to his advisory role, he worked 36 years at Kaiser Permanente and also holds positions in clinical laboratory science at several healthcare laboratories. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative, algorithm-driven investment approach and offers multiple account management options, including a personalized managed account program and a low-cost ETF-only platform.
Paul K
Series 65
Long Beach, CA
Global View Capital Management LLC
Paul Kletke is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with Global View Capital Advisors, LLC and Global View Capital Management, LLC since 2014 and previously spent over three decades at Southern California Edison. Additionally, he serves as an independent contractor for Global View Capital Advisors, focusing on marketing, education, and sales of the firm’s advisory 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 supported by its in-house research platform, offering various managed account options including SMA, mutual funds, ETFs, and third-party manager access.
Dilys C
Series 63, Series 65
Long Beach, CA
Global View Capital Management LLC
Dilys Chang is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 credentials. She has 15 years of industry experience, including roles at Providien Machining & Metals, Inc. and Gkn Bandy Machining, Inc. Outside her advisory work, she has marketing and sales responsibilities related to insurance and advisory services within affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs an algorithm-driven investment approach focusing on technical and quantitative methods, and it offers both model-based and customizable managed account options.
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