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.
The firm provides fee-based, discretionary portfolio management primarily for individuals, trusts, retirement plans and other organizations, managing the growth portion of client portfolios for a small client base with about $7.5 million in assets under management. It offers two structured managed-account programs: a Global Growth ETF strategy built from a diversified set of roughly seven to ten ETFs, and a Global Steward Growth strategy concentrated in about seven to ten individual stocks or ETFs. The adviser uses an active, discretionary approach: the ETF program selects funds on criteria such as past return relative to risk and historical performance versus the S&P 500, while the stock-based program selects names on fundamental factors (including forecast earnings growth targets) and may employ short-term option writing to generate income and seek to reduce volatility. Accounts are actively managed and allocated in relatively concentrated portfolios, with the adviser able to overweight/underweight positions and to implement block trades through the account custodian. Noteworthy distinctions from many peers include disclosed disciplinary events: the brochure reports past registration and recordkeeping failures that resulted in a consent agreement and administrative assessments, which the firm disclosed and paid. The firm’s principal also operates an independent insurance agency and is a licensed insurance agent; the brochure discloses that client allocations can include insurance products for which the principal may receive commission compensation, a potential conflict of interest.
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.
Name |
Location |
Years of experience |
|---|---|---|
Leola, PA
| 16
|
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