![Dave Morton](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dave Morton
Oprichter bij
AdvisorGuide LLC
Profiel
Mr. David H.
Morton is a Portfolio Manager at Global View Capital Management LLC, a Founder, Editor & Publisher at AdvisorGuide LLC and a Member at Financial Planning Association.
directly responsible for the portfolio construction of Global View Tactical Asset Allocation Portfolios.
He is also directly responsible for the portfolio construction of the Tactical Hard Assets, Tactical Emerging Markets, and Global Macro Strategies, sub-advised through Flexible Plan Investments.
Mr. Morton was previously employed as a Co-Chief Investment Officer by Foxhall Capital Management, Inc. and a Portfolio Manager by Fortunatus Investments LLC.
He received his undergraduate degree from the University of Florida.
Actieve functies van Dave Morton
| Bedrijven | Functie | Begin |
|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Corporate Officer/Principal | 20-04-2011 |
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. | Analyst-Equity | 01-01-2011 |
AdvisorGuide LLC
 AdvisorGuide LLC Investment ManagersFinance Provides investment research | Oprichter | 01-09-1999 |
Eerdere bekende functies van Dave Morton
| Bedrijven | Functie | Einde |
|---|---|---|
Fortunatus Investments LLC
 Fortunatus Investments LLC Investment ManagersFinance Fortunatus uses a top-down approach to tactically align their portfolios across global equity, fixed-income and alternative assets. Based on portfolio objectives, their proactive approach also pursues opportunities within each asset class to further exploit situations in which the risk for executing the strategy is rewarded. The firm combines the fundamental research needed to seek to identify superior funds and ETFs with relative strength and momentum research in order to provide a complete investment approach. | Lid van de Investeringscommissie | 01-12-2015 |
Foxhall Capital Management, Inc.
 Foxhall Capital Management, Inc. Investment ManagersFinance FCM is a global investment manager that employs an investment approach based on technical analysis. The firm seeks to build client wealth through participation in sustained Bull markets and avoid participation in stock markets during downturns. Their investment process is based on quantitative research and the firm's proprietary Trend Recognition Technology. During long-term bull markets, FCM constructs tactical portfolios that focus on investments in top performing global securities. During persistent market down trends, the firm may shift to value preservation approach by moving up to 100% of investor assets to US Treasuries and other defensive investments. | President | 06-01-2011 |
Opleiding van Dave Morton
Ervaring
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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83
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Foxhall Capital Management, Inc.
Foxhall Capital Management, Inc. Investment ManagersFinance FCM is a global investment manager that employs an investment approach based on technical analysis. The firm seeks to build client wealth through participation in sustained Bull markets and avoid participation in stock markets during downturns. Their investment process is based on quantitative research and the firm's proprietary Trend Recognition Technology. During long-term bull markets, FCM constructs tactical portfolios that focus on investments in top performing global securities. During persistent market down trends, the firm may shift to value preservation approach by moving up to 100% of investor assets to US Treasuries and other defensive investments. | Finance |
University of Florida
 University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Fortunatus Investments LLC
Fortunatus Investments LLC Investment ManagersFinance Fortunatus uses a top-down approach to tactically align their portfolios across global equity, fixed-income and alternative assets. Based on portfolio objectives, their proactive approach also pursues opportunities within each asset class to further exploit situations in which the risk for executing the strategy is rewarded. The firm combines the fundamental research needed to seek to identify superior funds and ETFs with relative strength and momentum research in order to provide a complete investment approach. | Finance |
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 |
AdvisorGuide LLC
AdvisorGuide LLC Investment ManagersFinance Provides investment research | Finance |
