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Global Key Advisors

Updated today

Client assets under management

$25,600,000

Clients

47

66% high-net worth

Advisors

4

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

12

Very Low

Average account size

$544,681

About

Global Key Management provides integrated financial planning and investment management to individuals, families, trusts, foundations, family offices, and other entities through separately managed account (SMA) portfolios branded InsideTrack®. The firm offers both discretionary and non‑discretionary services and typically requires a $500,000 account minimum (subject to waiver), combining written financial plans with portfolio implementation across equity and fixed‑income exposures.

The firm’s investment process is statistically driven and built on proprietary screening, data scrubbing, and back‑testing, deploying concentrated long‑only SMA models (generally 20–40 positions) while remaining agnostic on near‑term market direction and avoiding macro timing or trend calls. Global Key selects custodians such as Interactive Brokers for execution, technology, and low trading costs to support its transaction‑intensive strategies and internal tools.

Noteworthy features include systematic use of large, nonstandard public datasets — analyst publication histories, transactional disclosures, regulatory filings, litigation records, land title and IP filings, social media aggregation, election and lobbying records, and foreign‑language sources — and an explicit caution about current machine‑learning claims despite extensive quantitative work. As a small team of four managing roughly $34.3 million across SMAs, the firm stresses in‑house data engineering, confidential modeling, and operational continuity through geographically separated principals.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Factor investing / smart beta Wealth management

Fee options

Percentage

$0+: 0.2% +: 1.95%

Other

Account minimum: $500,000

Main office location

Global Key Advisors

Las Vegas NV, United States

Number of offices

2

Most active in

California · Massachusetts · Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Active portfolio management Factor investing / smart beta Wealth management
user avatar

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.

Active portfolio management Factor investing / smart beta Wealth management
user avatar

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.

Active portfolio management Factor investing / smart beta Wealth management
user avatar

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.

Active portfolio management Factor investing / smart beta Wealth management
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