Kurt Schumacher

Wealth Planning Strategist at Global View Investment Advisors - Greenville, SC, US

Kurt Schumacher's Contact Details
HQ
864-335-9691
Location
Greenville, South Carolina Area
Company
Global View Investment Advisors
Kurt Schumacher's Company Details
Global View Investment Advisors logo, Global View Investment Advisors contact 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.

Fee-Only Financial Planning Wealth Management Global Investing Retirement Planning Estate Planning Asset Management Investment Management Fee-Only Financial Advisors Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Global View Investment Advisors
Frequently Asked Questions about Kurt Schumacher
Kurt Schumacher currently works for Global View Investment Advisors.
Kurt Schumacher's role at Global View Investment Advisors is Wealth Planning Strategist.
Kurt Schumacher's email address is ***@globalviewinv.com. To view Kurt Schumacher's full email address, please signup to ConnectPlex.
Kurt Schumacher works in the Investment Bank/Securities Brokerage industry.
Kurt Schumacher's colleagues at Global View Investment Advisors are Erin Sweatt, Kenneth Moore, Matthew Crider, Adam Wiles, Matthew Cfp, Erin Milner and others.
Kurt Schumacher's phone number is 864-335-9691
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