Advisors at this firm
Josh S
Series 63, Series 65
San Francisco, CA
Global Key Advisors
Josh Schein is a financial advisor at Global Key Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Global Insight Advisors, LLC and Pegasus Power Solutions, Inc. Outside of advisory work, he is a general partner in Global Key Energy Equipment Fund I, LP, which trades used natural gas compression equipment, and serves on the advisory board of Lifeboat Ventures, a venture studio focused on disaster mitigation. Global Key Management provides financial planning and investment management services to individuals, corporations, trusts, foundations, family offices, and other entities, primarily through separately managed accounts branded InsideTrack®. The firm employs a statistically driven investment approach using proprietary analytics and unconventional data sources to identify risks and opportunities, typically managing concentrated, long-only portfolios benchmarked to market indices.
Valerija M
Series 63, Series 65
San Francisco, CA
Global Key Advisors
Valerija Martinovic is a financial advisor at Global Key Advisors with Series 63 and Series 65 licenses and two years of industry experience. She has worked at several firms, including Global Insight Advisors and ESG Planning, and has a background that includes roles in various educational institutions. Outside of advisory work, she holds life insurance, mortgage loan origination, and real estate salesperson licenses and is affiliated with Mortgage Magic in Santa Clara, CA. Global Key Advisors provides financial planning and investment management primarily through separately managed accounts branded InsideTrack®. The firm uses statistically driven, nonstandard analysis and proprietary tools to identify risks and opportunities, serving a range of clients from individuals to family offices.
Robert S
Series 63, Series 65
Las Vegas, NV
Global Key Advisors
Robert Sigler is a financial advisor at Global Key Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Anchor Research Technology Solutions, Global Key Management, Partell Specialty Pharmacy, Global Trust Group, and Crimson Capital Partners. Outside of his advisory work, he is involved in several business ventures, including a mailbox company and investment entities related to medical imaging and diversified holdings. Global Key Management provides financial planning and investment management services to individuals, corporations, trusts, foundations, family offices, and other entities, primarily through separately managed accounts branded InsideTrack®. The firm employs a statistically driven investment approach using unconventional data sources and proprietary analytics to identify risks and opportunities, focusing on concentrated, long-only portfolios benchmarked to market indices.
Giani K
Series 65
San Francisco, CA
Global Key Advisors
Giani Kurniawan is a financial advisor at Global Key Advisors with a Series 65 credential and four years of industry experience. Prior to joining Global Key Advisors, Giani worked at Global Insight Advisors and held various roles related to education and entrepreneurship. Global Key Advisors provides financial planning and investment management services to individuals, corporations, trusts, foundations, and family offices, primarily through separately managed accounts branded InsideTrack®. The firm uses statistically driven, multivariate analysis of unconventional data sources and proprietary tools to manage concentrated, long-only portfolios, generally avoiding macro market timing and direct cryptocurrency holdings.