Global View Investment Advisors was founded in 2004 with the simple yet profound goal of offering truly fiduciary services in an industry where such standards were often claimed but rarely met. Our founder, Ken Moore, witnessed firsthand the relentless pressure that name-brand Wall Street firms applied to financial advisors to meet production quotas, prioritizing company goals over clients’. Tired of pushing mortgages and less-than-optimal investments, he left to start Global View.
As a fee-only fiduciary firm in Greenville, SC, we’ve always prioritized financial advice over sales at Global View Investment Advisors. Since investment providers don’t pay us, you can trust that we offer the best investments for your needs. We always put your needs first, believing mutual success benefits everyone in the long run. This transparency and commitment are the cornerstones of our client relationships.
Our mission has been and continues to be focused on delivering highly personalized, comprehensive financial planning and investment management services. We are proud to be fiduciary investment advisors, meaning we are legally and ethically obligated to act in our client’s best interests. This commitment sets us apart in Greenville, SC, where many claim to be fiduciaries but fall short in practice.
We invest in the same portfolios as our clients. When we use outside funds, those managers also invest alongside their clients. This alignment, rare on Wall Street, gives our clients peace of mind, knowing we have “skin in the game.”
Our Global View Investment Advisors team comprises seasoned financial planners in Greenville with a wealth of knowledge and experience. We put our words into action. We focus on preserving and growing your wealth. With expertise in investing, financial planning, tax management, and estate planning, our boutique team works together to help you pursue your goals. This collaborative approach is what sets us apart.
Each member is dedicated to continuous learning and professional development, ensuring we stay ahead of industry trends and regulatory changes. This allows us to provide our clients with the highest level of service and advice.
We felt it was important to know exactly what you have the right to as a client of Global View:
You’ll know you are important to us.
As we celebrate this milestone, we extend our heartfelt gratitude to our clients, who have entrusted us with their financial futures. Your trust and confidence have been the driving force behind our success. We look forward to continuing to serve you with the same dedication and excellence for many years.
If you are looking for a true fiduciary advisor in Greenville, SC, we invite you to experience the Global View difference. Contact us today to learn more about how we can help you pursue your financial goals.