Whether you are just starting out in the financial services industry, or you are an experienced advisor looking to partner with a team committed to client asset growth and protection, we want to talk with you! We offer access to products and solutions that other firms often do not have, and we are dedicated to the fiduciary principle of doing what’s best for each client.
Join Our Team at GVCA
When you join us, you will have a team behind you, as well as many additional resources, including:
- Marketing Materials and Tools
- Ownership & Equity Based Business Model
- Investment Managers
- Insurance & Annuity Partners
- Back-end Valuations
- Integrated Technology Platform & Back Office Services
- Business Development Programs
- Innovative Product Solutions
The road to independence and business ownership is a challenging experience for many independent advisors. Creating a growing, profitable and efficient advisory firm requires significant investments and resources. Global View Capital Advisors North Shore is the perfect partner for advisors that choose a road already paved. We are committed to helping advisors reach their highest goals and aspirations.
Our Team of Empowered Financial Advisors
An independent, full-service RIA that provides extensive resources and the ability to own your business is hard to find. So, we built it ourselves! When you partner with us you have the control and support to build the value of your financial business for your clients and family. Global View Capital Management empowers financial advisors to own their business, eliminate biases, and provides a structure that advisors with the highest ambitions cannot outgrow.
We offer the ability for any advisor, upon affiliation, to have access to our vast services, platform and toolbox. We are the perfect partner for advisors seeking both ownership of their business and the resources needed to accelerate their growth.
Home Office Support
Our business is to support your vision.
We all know the story. You want your own business, but there are so many tools you need to be successful. It’s overwhelming, which is why we want you to consider joining us.
Benefits of joining GVCA:
- Our business is to support your vision with a culture of true independence. We are your operational partner with a home office staff that feels like family. We take joy in helping you succeed.
- Stay ahead of ever-changing rules and regulations. We provide you with support, training, oversight, and the guidance you need to stay compliant.
- By democratizing our various affiliation models, you are in control of how to structure your business model.
- If you’re looking to grow your business and attract more clients, we provide marketing materials that are easy to customize.
Technology
A true Fintech platform with integrated and professional technology systems.
Streamline your resources when you become a Global View Capital Advisor.
Tools:
- Integrated technology platform that makes things simple.
- Proposal system generates a professional presentation which includes portfolio performance and risk analysis relative to benchmarks.
- Forms necessary for the chosen custodian are generated and populated with the client data.
- Client billing, institutional trading and performance reporting systems are completely integrated for timely and accurate data in servicing your clients
- Unlimited use of our one-of-a-kind Financial Planning Calculator.
- Advisor Intranet site where you can find the resources you need.
Investment Platform
Run your entire book of business without the need for multiple technology stacks and offer innovative wealth management.
Modern financial technology can be confusing and expensive. GVCA offers a complete solution.
Investment Platform:
- As a pioneer in Open Architecture FinTech, you have a single sign-on, custom dashboard that allows you to run your entire book of business without the need for multiple technology stacks
- A key differentiator is the robust line-up of some of the best money managers specializing in tactical and dynamic strategies, all deliverable in a Unified Managed Account (UMA).
- Customize our comprehensive Advisory Services Platform that provides access to 3rd Party Money Managers, Proposal Generation, Custodial Connections, Investment Consulting, and more.
- Our large offering of Tactical Strategies provides the opportunity to find smart investment options for every client.
- Our team helps you effortlessly streamline the paperwork process for onboarding and servicing client accounts.
Training and Resources
Hands-on Support, Mentoring from senior leadership, and a vast webinar library.
Everyone has questions, and we’re always here to help.
Available to you:
- With a live monthly webinar training calendar chocked full of valuable, current topics and a webinar-on-demand library; a wealth of knowledge from top leadership provides practical know-how to lift your business to the next level.
- An Executive Director & Branch Manager team provide the day-to-day and hands-on support necessary to move you from dreaming to doing.
- Mentoring and coaching from the senior leadership team that has achieved years of real-life success to help you design a business plan and pathway for your success.
Ownership & Equity Based Business Model
With our ownership & equity-based business model, you own your book of business.
We know 70% of Financial Advisors own no more than their job…that’s why we are different.
Your Firm:
- Own your book of business and have control of your clients’ financial information.
- Operate under the support of Global View Capital, who’s business model is designed to provide you with the infrastructure you need for success.
- We offer financial professionals multiple affiliation models and the freedom to choose a path that meets their ambitions.
- From practice to team-building to business solutions, advisers have the freedom to choose where they work, when they work and how much they work.
Industry Connections
Partnerships to help you accelerate and optimize your practice.
Building relationships, facilitating partnerships, and making connections can have a huge impact on a company.
Strategic Partnerships:
- Use of an RIA friendly and comprehensive broker dealer
- Access to Insurance and annuity products
- Ability to run a practice using only Fiduciary based licenses (s65/s66)
I would like to have a no-obligation, complimentary conversation about my finances and my retirement!
We want to learn more about your personal situation, your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation to success, and we would love to speak with you. If you call, we answer! Call or text Tim Schwister at (262) 500-4210, schedule an appointment, or fill out the form below and we will get back to you right away.
Address:
N14 W23833 Stone Ridge Drive, Suite 350
Waukesha, WI 53188
Contact Information:
Ph: (262) 500-4210
Fax: (262) 650-1085
Email Us
Navigation
Want to Know a Secret?
Download Your Free eBook
Global View Capital Advisors is an affiliate of Global View Capital Management. Advisory services offered through Global View Capital Management (GVCM). GVCM is an SEC registered Investment Advisory firm. Timothy Schwister and Nicholas Abt are Investment Advisor Representatives (“Advisors”) with GVCM. Global View Capital Advisors (GVCA) is an affiliate of Global View Capital Insurance Services (GVCI). GVCI services offered through Experior Financial Group, ASH Brokerage, and/or PKS Financial. Both GVCA and GVCI are headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Timothy Schwister is an Insurance Agent of GVCI.
Check the background of your financial professional on FINRA’s BrokerCheck.
