$100MM AUM | $500,000 Rev in
InView Investments is an independent global investment boutique investing client wealth worldwide. We bring institutional quality global dividend growth investing to private clients of substantial means. Our concentrated unconstrained strategy invests in only our top ideas to maximize income and upside. We invest alongside clients sharing in their outcomes.
Our Founder Glenn Kleczka, CFA led the formation of the firm in Chicago and the launch of the US Small Value Porfolio which outperformed its benchmark since inception for public and corporate clients and entrusted with $300 million under management at peak. We exited institutional small cap investing in 2021 and relocated the firm to Scottsdale to introduce institutional quality global dividend growth investing to private clients of substantial means, generally in the top one percent of net worth in the US. We employ deep research investing alongside our clients in the Global Dividend Return Portfolio, a concentrated unconstrained global stock portfolio invested to generate attractive growing income and capital appreciation. Glenn led the formation of the Value Investments practice and launch of the Small Cap Value fund and institutional separate accounts at William Blair & Co. and was entrusted with $1 billion under management. The Small Cap Value portfolios outperformed the benchmark since inception. The managed mutual fund achieved a 5-star Morningstar rating and earned a Best in Class citation from Mutual Fund magazine. Glenn Kleczka, CFA was named a finalist for Morningstar Manager of the Year (2002). Previously, Glenn was a Founding Partner at Brinson Partners, Inc. formerly a premiere global investment management firm now UBS Global Asset Management (Americas), Inc. He managed the Post-Venture Portfolio which significantly outperformed it’s benchmark since inception for public, Fortune 500, corporate, and endowment clients and entrusted with $1 billion under management. Brinson Partners, Inc. was sold to Swiss Bank Corporation in 1994 for $750 million.
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InView Investments does not engage in any financial planning or personal finance work for clients. We only engage in investment management. We offer our Global Dividend Return Portfolio to wealth management practices serving UHNW clients wishing to partner with us. We also will accept inquiries from advisors with small books of UHNW business that may wish to consider joining, partnering, or merging with our firm.
Our Global Dividend Return Portfolio has a $1 million investment minimum.
OUR FIRM IS NOT FOR SALE AND WE WILL DISREGARD ALL SOLICITATIONS FOR PURCHASE.