A complete list of active advisors currently associated with Global Steward Advisors, LLC

Warmer can help you find a great advisor at Global Steward Advisors, LLC or one who fits your needs even better.

Global Steward Advisors, LLC provides discretionary, fee-based investment management to individuals, trusts, and retirement plans through two managed account programs — Global Growth ETF and Global Steward Growth — designed to address the growth portion of client portfolios using ETFs and individual securities. Accounts are custodied at Schwab & Co., and the firm operates as a sole practitioner offering active, individualized portfolio management to a limited number of client families (the firm limits its services to a maximum of 100 client families). The firm follows an active, research-driven approach, building relatively concentrated portfolios of approximately seven to ten securities and selecting ETFs on factors such as historical return relative to risk and performance versus the S&P 500, while choosing individual stocks on fundamental criteria including forecast earnings growth. The Global Steward Growth strategy may employ short-term option writing to seek additional income and reduce volatility, and the adviser retains discretion to overweight, underweight, or hold cash based on market conditions. Distinctive features include a disclosed disciplinary matter — an administrative assessment related to a failure to register an employee in Pennsylvania (2011–2013) — and an affiliation with an insurance agency whereby the principal is a licensed insurance agent and the firm may receive commission compensation on certain insurance products. The firm also manages accounts for clients of another registered adviser (Life Stewardship Advisors) and reports managing roughly $5.3 million under the Global Steward Growth service, reflecting a small, specialized advisory footprint.

To learn more about the advisors currently working at Global Steward Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.