Marshfield, MA Office

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.