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    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

    Highlights

    Dina Fliss, Founder of Global View Capital Advisors, LTD
    Dina Fliss, Founder of Global View Capital Advisors, LTD
    Dina Fliss: Investment Advisor Interview
    Dina Fliss: Investment Advisor Interview

    Related Questions

    What inspired Dina Fliss to start Global View Capital Management?
    How did Dina Fliss transition from earning $100,000 to eight figures?
    What are some key strategies Dina Fliss uses in active portfolio management?
    How does Dina Fliss's background in math, physics, and economics influence her investment approach?
    What role does the Concord Coalition play in Dina Fliss's professional life?
    Dina Fliss
    Dina Fliss, photo 1
    Dina Fliss, photo 2
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    Location

    Greater Milwaukee Area