Global Steward Advisors, LLC

Overview

Global Steward Advisors, LLC is a small, privately owned registered adviser operating as a limited liability company and focused on individual and family clients. The firm bills primarily on a percentage-of-assets-under-management basis and combines portfolio management for individuals and small businesses with insurance brokerage services. The adviser does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not market itself as a capital allocator, pension consultant, or related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives