Profil
Ms. Dina L.
Fliss is a President & Chief Investment Strategist at Global View Capital Management Ltd. She is co-founder of Global View Capital Management, Ltd., and Global View Capital Holdings, Ltd. Ms. Fliss has been researching and developing model portfolios and actively managed strategies since 1995.
She is the co-founder of Global View Capital Advisors, a network of over 150 registered representatives, investment advisor representatives and insurance agents throughout the U.S.
and Canada.
Her experience includes quantitative analysis and modeling, sales and marketing and business development in both the U.S.
and Canada.
When Ms. Fliss was employed at World Marketing Alliance from October 1991 through April 2001, she co-developed model portfolios and designed marketing programs utilizing the science of Modern Portfolio Theory.
From March 2003 through November 2010, Ms. Fliss was the Executive Director of Investment Advisors International, a SEC-Registered firm with the AEGON Group.
She co-developed actively managed strategies and identified Third Party Managers specializing in actively managed strategies for the platform.
She attended the University of Wisconsin studying mathematics and physics.
Postes actifs de Dina Louise Fliss
| Sociétés | Poste | Début |
|---|---|---|
Global View Capital Management LLC
Global View Capital Management LLC Investment ManagersFinance GVCM uses technical and quantitative analysis in the selection of specific investments for the portfolios. The firm then employs momentum-based, relative strength and trend following analysis to further identify the specific securities selected and the weighting used to gain exposure to market leaders. To provide downside protection in a bear market, stoploss limits allow for the assets to shift to money market or bond investments. | Fondateur | 01/01/2011 |
Anciens postes connus de Dina Louise Fliss
| Sociétés | Poste | Fin |
|---|---|---|
Investment Advisors International, Inc.
Investment Advisors International, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/10/2010 |
World Financial Group, Inc.
World Financial Group, Inc. Insurance Brokers/ServicesFinance Operates as an insurance agency | Corporate Officer/Principal | 31/01/2010 |
Formation de Dina Louise Fliss
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
World Financial Group, Inc.
World Financial Group, Inc. Insurance Brokers/ServicesFinance Operates as an insurance agency | Finance |
Investment Advisors International, Inc.
Investment Advisors International, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Wisconsin Green Bay
University of Wisconsin Green Bay Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Global View Capital Management LLC
Global View Capital Management LLC Investment ManagersFinance GVCM uses technical and quantitative analysis in the selection of specific investments for the portfolios. The firm then employs momentum-based, relative strength and trend following analysis to further identify the specific securities selected and the weighting used to gain exposure to market leaders. To provide downside protection in a bear market, stoploss limits allow for the assets to shift to money market or bond investments. | Finance |
















