Sustainable Investing

Accounts

Sustainable Investing

Sustainable Investing

Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.

We offer professionally managed sustainable investing accounts for individuals, families, and businesses seeking:

Impact Investing

We help our clients who are interested in putting their hard-earned investment capital to work in a socially and ethically responsible manner. For impact investors, it’s not enough just to earn a profit—they seek the double-bottom line. Not only do they measure investment performance by total annual return, but also by the impact that the companies in which they have invested are able to positively affect the communities in which they operate, and the environment on a much larger scale. Our solution for impact investors is a managed portfolio of companies strictly vetted to meet high standards.

Green Portfolios

Our Green Account provides impact and socially conscious investors with a dedicated, managed solution to environmentally and ethically sound investment portfolios. The account allows investors to maintain peace-of-mind in knowing that their money is invested in companies that meet certain criteria. All accounts are professionally managed, making for a stress-free experience for investors. No worrying about which securities to select—all portfolio selection, balancing, and ongoing management is handled by Global Advisers.

iCore Accounts

For investors seeking to build or maintain an investment portfolio that represents specific asset classes, core investing is vital. As the name suggests, core investing includes certain types of asset classes, sub-classes, sectors, industries and geographic regions that collectively represent a broad selection of stocks, bonds and fixed income products, and ETFs.

Galleon Core accounts include options for socially-aware investors to invest in stocks and bonds of companies that have been heavily vetted to meet strict ESG criterion.

Overview

Sustainable Investing

Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.

We offer professionally managed sustainable investing accounts for individuals, families, and businesses seeking:

Impact Investing

Impact Investing

We help our clients who are interested in putting their hard-earned investment capital to work in a socially and ethically responsible manner. For impact investors, it’s not enough just to earn a profit—they seek the double-bottom line. Not only do they measure investment performance by total annual return, but also by the impact that the companies in which they have invested are able to positively affect the communities in which they operate, and the environment on a much larger scale. Our solution for impact investors is a managed portfolio of companies strictly vetted to meet high standards.
Green Portfolios

Green Portfolios

Our Green Account provides impact and socially conscious investors with a dedicated, managed solution to environmentally and ethically sound investment portfolios. The account allows investors to maintain peace-of-mind in knowing that their money is invested in companies that meet certain criteria. All accounts are professionally managed, making for a stress-free experience for investors. No worrying about which securities to select—all portfolio selection, balancing, and ongoing management is handled by Global Advisers.
iCore Accounts

iCore Accounts

For investors seeking to build or maintain an investment portfolio that represents specific asset classes, core investing is vital. As the name suggests, core investing includes certain types of asset classes, sub-classes, sectors, industries and geographic regions that collectively represent a broad selection of stocks, bonds and fixed income products, and ETFs.

Galleon Core accounts include options for socially-aware investors to invest in stocks and bonds of companies that have been heavily vetted to meet strict ESG criterion.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 47336 (GREEN)


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

ESG Domestic Equity

Asset Class U.S. Equity
Category Large Cap Growth
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G117
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG International Equity

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G118
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Global Bond

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G119
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Total Market

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G121
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Global Commodity

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G120
Account manager Galleon Wealth Management
Region Global
Market Developed

CO2 Emissions by Country (2019)

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life…

Impact Investing

Impact investors include retail clients, high net worth individuals, family offices, universities, foundations, and non-profit organizations. Our goal is to guide our clients by showing them investing opportunities that meet their goals…

Green Portfolios

For individuals, families, and businesses that want to invest in marketable securities that make a positive impact on the environment and the communities in which they operate, we offer a managed solution ...