Global View Investment Advisors, LLC

Shane Kozusko is a financial advisor at Global View Investment Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Global View in 2022, he served in the US Army from 2014 to 2019 and worked at the University of Georgia. Outside of finance, he has worked in the hospitality sector at The Hub bottle shop. Global View Investment Advisors serves individuals, high-net-worth families, trusts, and business retirement plans with wealth management and consultation services. The firm follows a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis, and emphasizes risk management through downside-risk metrics and probability modeling.

Jonathan Wiles is a financial advisor at Global View Investment Advisors, LLC in Greenville, SC, with 20 years of industry experience. He holds the Series 66 designation and has been with Global View and Cambridge Investment Research since 2007. Global View Investment Advisors offers wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm follows a Margin of Safety investment philosophy, combining multiple methods of analysis, and emphasizes risk management and client education through formal seminars and teaching activities.

Matthew Crider is a CFP® professional with 15 years of industry experience. He is currently with Global View Investment Advisors, LLC and has prior experience at Fidelity Investments and Mass Mutual Life Insurance Company. Global View Investment Advisors provides wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm follows a Margin of Safety investment philosophy combining fundamental, cyclical, and technical analysis, with an emphasis on risk management and client education.

Joe Hines Jr. is a CFP® and holds a Series 66 designation, with 27 years of experience in the financial industry. He has been with Global View Investment Advisors, LLC since 2007 and concurrently associated with Cambridge Investment Research, Inc. since 2004. Outside of his advisory role, he serves on the board of Miracle Hill Ministries, a nonprofit organization in Greenville, SC. Global View Investment Advisors provides wealth management and consultation services to individuals, high-net-worth families, trusts, and business retirement plans. The firm employs a Margin of Safety investment philosophy, combining fundamental, cyclical, and technical analysis with an emphasis on downside risk management to align portfolios with client goals.