Global View Capital Management
Global View Capital Managment

Dina Fliss

President &
Chief Investment Strategist

Ms. Fliss is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation...

Read Full Bio

Dave Morton

Director of Research
& Portfolio Manager

Mr. Morton is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") and The Tactical Asset Allocation Fund.

Read Full Bio

Gyroscope Global View T
actical Asset Allocation


The old rules of static asset allocation and passive investment to manage risk and return no longer work. To adapt to a world whose markets have become globalized, investment management needs to adapt to multi-dimensional forces that are more complex than ever. GVCM believes that risk and return is better defined by the client reaching their goals and time horizons and minimizing the impact of black swan events that have been ruinous for portfolios, wiping out trillions in global market value.

Today's investors want protection in severe market declines, yet understand that they must take some risk to achieve an opportunity for greater return than what's available in our present low interest rate world. To achieve this, GVCM utilizes tactical asset allocation which is a science that seeks to adapt quickly to global asset classes and market conditions, hence potentially stabilizing the core portfolio like a gyroscope.

Global View Capital Management, Ltd.

Global View Capital Management, Ltd is headquartered in Milwaukee, WI. It is an SEC-Registered Investment Advisory firm offering Advanced Portfolio Construction and Global Tactical Asset Allocation solutions that seek to protect investors from severe losses in a down market. Our clients demand investment management that adapts to a changing world, not a Buy, Hold & Hope investment philosophy.

Global View Capital Management serves primarily as a Registered Investment Advisor to Corporate RIAs, as Sub-Advisor to RIAs and Portfolio Construction Manager in both the US and Canada. We build partnerships that deliver the power of our investment strategies, customized for the needs of the client, to advisors, institutions and plan sponsors. Individual investors are generally not served directly by GVCM, but through other trusted financial professionals that know the specific needs of their client.

Global View Capital Management

Global View Capital Holdings, Ltd.

Global View Capital Holdings, Ltd. is a diversified financial services firm with businesses in investment advisory, insurance, business development systems, marketing and global asset management.

The firm is built by and for advisors whose aim is to be client-centric and whose voice shapes the strategic direction of the firm. Our deepest purpose is to make a difference in the world by providing innovative solutions in an unpredictable world that serves to design, grow and protect the personal economy of families from all over the world.

Our business model serves as the 21st century model of the future by partnering and co-developing with the world's leading-edge advisors, money managers and service partners in a true open architecture environment.

Global View Capital Holdings Global View Capital Advisors Global View Capital Insurance Global View Capital Management

Questions about the fund? Contact Us Here

Global View Capital Management, LTD

Stone Ridge Business Center III
N14 W23833 Stone Ridge Drive, Suite 350
Waukesha, WI 53188

Phone: 262.650.1030
Toll Free: 888.799.4822
Fax: 262.650.1085
Contact Us


The principal risks of investing in The Tactical Asset Allocation Fund are Risks of the Advisor's Investment Strategy, Alternative and Specialty Assets Risk, Emerging Market Risk, Frontier Market Risk, Junk Bond Risk, Risk of Aggressive Investment Techniques, Active and Frequent Trading Risk, High Portfolio Turnover and Taxation Risk; Inverse Risk, Counter-party Risk, Risks of Investing in Derivatives, Futures, and Swaps; Risks of Investing in Other Investment Companies, including Exchange Traded Funds; Small to Mid-Capitalization Companies Risk, Non-diversification risk, Interest Rate Risk, Equity and Foreign Securities Risk, Depository Receipt Risk, Holding Cash Risk, Credit risk, Lower Quality Debt-Securities Risk, New Advisor Risk and Limited History of Operations Risk. Please refer to the prospectus for a full description on these risks.

There is no guarantee that The TAC Fund will achieve its investment objective. An investor should consider the investment objectives, risks, charges and expenses of the TAC Fund before investing. This and the other information can be found in the Funds' prospectus, which can be obtained by calling 1-877-940-3435. The prospectus should be read carefully prior to investing in The Tactical Asset Allocation Fund. The fund is distributed by Northern Lights Distributors, LLC member of FINRA.

©2014 Global View Capital Management, LTD.            Glossary of Financial Terms      3149-NLD-12/31/2013   Member of FINRA.