KS Global Advisors, Inc.

The firm provides discretionary investment management and financial consulting to individual clients and certain trusts, generally for accounts meeting a stated $300,000 guideline (which may be waived). Consulting services include retirement accumulation and decumulation planning, estate planning preparation and transitions, 401(k) portfolio selection, evaluation of alternative investments, coordination among professional advisors, and next‑generation education and planning.

Investment approach is global and long‑term, with allocations across U.S. and non‑U.S. large‑ and small‑cap equities, emerging markets, and multiple fixed‑income sectors. The firm emphasizes proprietary, fundamental valuation (present value of projected cash flows) and disciplined dynamic rebalancing, and the brochure discloses an unusually large security breadth — equity portfolios typically hold over 8,000 individual equities and bond portfolios over 5,000 individual bonds.

Compared with peers of similar size, the firm applies institutional‑style processes — country‑level economic modeling, security‑by‑security valuation, and customized rebalancing thresholds — while serving a relatively small client roster and modest AUM. The principal’s outside academic and board roles and the firm’s stated use of a low‑cost custodian, absence of soft‑dollar arrangements, and proxy‑voting policy underscore an emphasis on independent research, operational transparency, and client‑specific governance.