Silver Spring, MD Office

Global View Capital Management provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, corporations and retirement plan participants. The firm acts as a sub‑advisor, sponsors a Personalized Managed Account Program that includes SMAs, mutual funds and ETFs, and offers a low‑cost build‑your‑own ETF option and variable annuity platform.

The firm’s investment process emphasizes technical and quantitative analysis — momentum, relative strength and trend‑following — applied to ETFs and mutual funds, with stop‑loss limits used for downside management. Those model signals are produced by AdvisorGuide, LLC, a research affiliate now wholly owned by the firm, and GVCM typically manages models to specific objectives rather than tailoring every portfolio to an individual client’s needs; it also uses third‑party access providers (e.g., Pontera) to implement allocation and rebalancing on held‑away retirement accounts under standing letters of authorization.

Noteworthy about the firm is its integration of proprietary research and execution infrastructure: full ownership of AdvisorGuide, LLC, a contractual trading and operations relationship with Castleview for its TAMP, and the use of a TAP to manage held‑away plan assets. These arrangements allow GVCM to extend discretionary management to retirement plan assets not held at its primary custodians, while creating operational, data and custody considerations the firm discloses and oversees.