About Our Firm
Global Steward Advisors seeks superior performance!
Global Steward Advisors, LLC helps investors easily identify and invest into financial products and securities that have historically produced superior returns when compared to an appropriate benchmark. Many financial advisors believe it is not possible to outperform the market…. so, they don’t even try. We see things differently! The triple-pronged Global Steward management methodology seeks to identify what investments to purchase, when to buy and sell and how to enhance returns with consistent monthly income. We encourage investors to carefully review our Form ADV Part II for further details prior to investing.
Our licensed investment professionals have a fiduciary responsibility to provide their best advice on your behalf. We have witnessed the life-changing impact (both good and bad) that investment decisions can have on an individual’s or family’s quality of life. Too often, we have seen investors fall prey to well-intentioned, but poor guidance from inadequately informed, salespeople employed by financial firms with a limited or standardized financial product selection. Despite clever marketing and pretty brochures, the parasitic relationship of these firms (who may be skilled in gathering assets) often leads to mediocre or poor investment performance.
By contrast, Global Steward Advisors, LLC seeks to overcome these limitations through independent research, individualized portfolio management, innovative strategies and strategic investment management. Our independently verified investment performance1 documents the degree of our success toward achieving these objectives. We encourage new or potential investors to carefully study our performance data and compare it to their own.
Global Steward Advisors further enhances the benefits of thorough investment research with responsive client support. Our analytic methodology sorts through the ever-changing maze of investment alternatives, seeking only those which we believe have superior characteristics relative to their peers. Although past performance is not a prediction of future investment results, such analysis does contrast the dramatic impact of superior versus mediocre or poor investment growth over time.
If you wish to work with an investment adviser who seeks superior performance, Global Steward Advisors, LLC may be the right choice for you!
1. independently verified time-weighted return data provided by E*Trade Securities, LLC
Meet Kenneth S. Ray, RIA
As the Managing Member of Global Steward Advisors LLC, Kenneth Ray is focused on helping clients build investment capital through a well-thought-out strategy. Ken currently serves clients as Global Steward Advisors LLC, Director of Investment Research and has more than 30 years’ experience as an independent investment advisor. Previously, as Vice President of Investments for a national brokerage firm, Ken recognized that individual investors could receive better guidance by having access to an independent source of well-researched, unbiased investment knowledge. He became an independent advisor in 1989 and, subsequently founded Global Steward Advisors LLC with the goal of helping individuals and their families achieve superior financial results.
Building his extensive background in the financial services industry, Ken has managed two mutual funds, served as CEO of an investment software development and management firm, received a patent for developing a computerized investment management expert system, authored “The New Investment Manager,” and served as a member of the survey committee of the National Association of Business Economists. He has been quoted in The Wall Street Journal, appeared as a featured guest on Caspar Weinberger’s World Business Review, hosted a financial radio show, and been quoted in numerous regional publications including NBC, CBS, ABC, and FOX.
Ken is a Registered Investment Advisor and holds his insurance life and health licenses in Pennsylvania. He graduated from Lycoming College with a bachelor’s degree in psychology, including coursework in business, statistical analysis, and computer programming. He graduated from Temple University with a master’s degree in education. Additionally, Ken has received continuing education at Santa Fe Institute’s Complex Systems School and studied artificial intelligence systems at NeuralWare. He has received a patent for his artificial intelligence “expert system” and authored The New Investment Manager. Ken lives in Lancaster, Pennsylvania.
Meet Karen M. Weigle
Karen M. Weigle, MA, is an Investment Adviser with Global Steward Advisors, LLC, and is registered in Pennsylvania. She assists by researching stocks of companies to identify those with the greatest current and projected short-term and long-term earnings growth rate forecasts. Ms. Weigle also assists with generating high levels of current income through option writing for the active management of the accounts of clients who hold Global Steward growth accounts.
Ms. Weigle also holds a Pennsylvania insurance license with lines of authority in life insurance and fixed annuities. Ms. Weigle assists in identifying the insurance products that have generated the highest level of investment growth based upon their hypothetical illustrations. She seeks to protect and grow clients’ investment principal. Ms. Weigle specializes in Equity-Indexed Annuities at Global Steward Advisors, LLC.
Ms. Weigle draws from her wealth of expertise in counseling to assist clients with their assessment of needs, objectives, and goals. Personalized information gathering and discussion allow the discernment for suitability regarding types of investments for clients. Additionally, Ms. Weigle’s knowledge in the area of education contributes to effective communication of her analysis and recommendations while also enhancing responsive client support.
To schedule a time to discuss possible strategies to strengthen your family’s financial future, contact us at firstname.lastname@example.org or call us at (717) 875 3285 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.