Erin Milner's Contact Details

Erin Milner's Company Details

Global View Investment Advisors

Greenville, SC, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Global View Investment Advisors is a Boutique, Fee-Only, Financial Planning & Wealth Management Firm, Serving Global Investments Clients from Downtown Greenville, South Carolina.We strive to avoid permanent loss of capital for our clients through a careful analysis of their needs using interactive planning and the best world class investments we can find. Our primary focus is on eliminating the risk of permanent loss of capital through a process we call Margin of Safety investing based on client needs.Together with the client, we collaboratively choose a mix of portfolios to meet this objective. Our (Retirement) Spending Portfolio seeks to beat the long-term performance of bonds while taking minimal interest rate risk and low volatility. Our Long-Term portfolios seek to outperform broad market indexes and deliver over 10% p.a. total return in a tax-efficient fashion; they are also generally much less volatile than indexes. Both portfolios are available for differing risk tolerance and tax situations.