San Francisco, CA Office
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Global Key Advisors
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Firm-wide stats for Global Key Advisors
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.
Based on Global Key Advisors
Expertise
Based on Global Key Advisors
Location
San Francisco CA
Advisors at this office
3
Advisors at this office
Josh S
Series 63, Series 65
San Francisco, CA
Global Key Advisors
Josh Schein is a financial advisor at Global Key Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Global Key Management LLC since 2014. Outside of advisory work, he serves on the advisory board of Lifeboat Ventures, a venture studio focused on disaster mitigation, and holds a general partner stake in Global Key Energy Equipment Fund I, LP, which trades used natural gas compression equipment. Global Key Management provides integrated financial planning and investment management to individuals, families, trusts, and other entities through separately managed account portfolios. The firm employs a statistically driven investment process using proprietary data screening and back-testing, focusing on concentrated long-only models without attempting to time market trends.
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.
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.
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