Suggestions
Dina Fliss
President at Global View Capital Management, Ltd.
Dina Fliss is a prominent investment advisor and the Founder and President of Global View Capital Management, Ltd. (GVCM), an SEC-registered investment advisory firm established in 2011. Under her leadership, GVCM has grown to include over 150 financial advisors across the U.S. and Canada, managing approximately $175 million in assets.2
Background and Education
Fliss holds a background in Mathematics and Physics from the University of Wisconsin-Green Bay, which has equipped her with a strong analytical foundation for her career in finance. She has been deeply involved in the financial industry for over 30 years, focusing on global economics and macro monetary concepts. Her experience includes roles such as Executive Director at an SEC-registered firm and co-founding Global View Capital Advisors, which supports registered representatives and insurance agents.12
Investment Philosophy
Dina Fliss is known for her active management approach to investments, emphasizing risk management as the first priority in client portfolios. She advocates for a dynamic strategy that allows for quick adjustments in response to market volatility, contrasting with traditional buy-and-hold strategies that she believes may not adequately protect investors during downturns.2 Fliss's firm employs a rules-based, quantitative discipline to manage risk while aiming to achieve higher risk-adjusted returns over time.
Contributions and Recognition
Fliss is also recognized for her contributions to financial literacy and economic education. She actively participates in discussions around federal budget deficits and sustainable economic growth through organizations like the Concord Coalition.2 Additionally, she has been a speaker at various economic summits, promoting financial empowerment from a non-partisan perspective.
Her leadership style emphasizes building a client-centric organization where motivated advisors can thrive, which reflects her vision of creating innovative solutions in the financial services industry.2

