Our core clients are public company insiders, private company founders, and their families. They consistently face the same problems:

When to diversify their holdings?
How to achieve it?
What asset structures make sense?
Where to place the proceeds?

Our team is uniquely qualified, and our attentiveness is unrivaled as we work through these complexities with our clients. The result is unique solutions that exceed our clients' expectations.

Investment Approach

We want to first understand your life, your circumstances, and your goals. We will work to tailor a strategy that considers your time horizons, risk tolerances, structural considerations, and anything else that matters to you. Over time we will work continually to ensure that the strategy remains centered on your objectives. Although we are not unique in having a client-centric anchoring philosophy, we believe it should be a primary screen for anyone choosing between financial advisors.

Services

We offer investment advisory services covering a range of asset management and financial planning needs for individuals, families and institutional investors.

We will seek to understand your objectives and circumstances before tailoring a comprehensive plan to suit your needs. We will conduct an analysis involving in depth discussions on overall financial life goals, risk tolerances, time horizons, and other unique factors that may apply. Over time we will continually work together to ensure that the plan remains relevant and focused on what you seek to achieve with your assets under our care. If you simply want a free second opinion and we find that you are in good hands or otherwise on track, we will tell you.

Our Team

Robert Sigler, CEO & Chairman

Robert M. Sigler is CEO and Chairman of Global Key Advisors. He is also President and Founder of Global Trust Group and Global Trust Ventures with over 20 years of experience in accounting, finance, investment banking, mergers, acquisitions, capital markets, private equity, and venture strategy and management. Robert’s background includes serving in the international tax group of Price Waterhouse and as an investment banking analyst at Credit Suisse First Boston in addition to working as an international equities analyst at S.C. Bernstein in New York in a career that involved assignments throughout Asia, South America, and Europe.

Full Bio

Josh Schein, President

Josh L. Schein is President of Global Key Advisors. Josh previously developed and ran the InsideTrack® portfolios at Morgan Stanley and predecessor Smith Barney from 1996 through 2014. Josh’s career has focused on quantitatively identify and track “smart” money while incorporating the analysis and refinement of a variety of nonconventional public data sources.

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John Hughes, Director of Technology & Operations

John Hughes is Director of Technology and Operations. He is a co-founder of the Global Trust Group and has a deep background across a diverse spectrum of technology environments. His experience ranges from leading large-scale sensitive projects for Fortune 100 companies to providing strategic guidance and managing technology issues for rapidly scaling startups.

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