Chicago, IL Office

Konza Global Advisory (KGWG) serves individual clients — including high‑net‑worth individuals — as well as pension and profit‑sharing plans and charitable organizations. The firm offers ongoing portfolio management, financial planning, and pension consulting, and may recommend separately managed accounts, alternative investments, ETFs, and other securities to meet client objectives.

KGWG documents client goals and risk tolerance in an Investment Policy Statement and typically seeks discretionary authority to implement portfolios guided by modern portfolio theory as well as fundamental, quantitative and technical analysis. The firm employs long‑term trading, options strategies, and directs third‑party SMAs for direct indexing and tax‑sensitive management of concentrated positions, and it provides monthly custodian statements plus quarterly reports uploaded to a client portal while offering periodic educational seminars and workshops.

Distinctive features include the firm’s documented approach to managing concentrated equity positions through third‑party SMAs with potential tax‑loss harvesting and gradual diversification, an approach more commonly associated with larger advisory platforms. KGWG also offers periodic educational seminars and maintains regular written reporting; a firm principal is licensed as a CPA although the firm does not provide tax or accounting services.