Our core clients are current or former public company insiders 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 Philosophy
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 monitor continually to ensure that the strategy remains centered on your objectives. Although we are not alone in taking a client-centric approach, we believe it should be a primary screen for evaluating financial advisors. The solutions we offer may involve our unique InsideTrack® portfolios or may address your needs through other means. What matters is that you come first.
Services
We offer investment advisory services covering a range of investment and financial planning solutions for individuals, families, and institutions.
Our Team
Josh Schein, CEO
Josh L. Schein is CEO 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.
Robert Sigler, Chairman
Robert M. Sigler is 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.
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.