Wealth Management Services, Redefined for Every Investor

We bring the disciplined, multi-dimensional approach traditionally reserved for the ultra-wealthyโ€”integrating investment management, tax strategy, estate planning, and risk protectionโ€”and make it accessible to families seeking a higher standard of management.

Why Global Advisers

We make a positive difference in the lives of those who seek long-term financial security. Our wealth management services and platform are built on trust, expertise, and results.

Our Mission

To help investors achieve lasting financial success through disciplined management, informed strategies, and low-cost access to markets.

How We Invest

At Global Advisers, investment decisions are guided by expert portfolio managers, financial planners, and wealth managers. Every strategy is built around one goal: delivering consistent, long-term results tailored to your needs.

Low Fees, No Commissions

Our transparent, low-cost structure helps you keep more of your wealth.

  • Fee-only advice with no product commissions.
  • Institutional-level custody and trading, with fully transparent pricing.

  • Aligned with your interestsโ€”always transparent, never hidden.

Wealth Management Services

We provide tiered, customizable solutions for individuals, families, and institutionsโ€”serving as your portfolio manager, financial planner, or full-service wealth advisor based on your goals.

Strategies and Goals

Our strategies are designed to help people achieve their goals by aligning personalized investment plans with long-term objectives, focusing on growth, income, and protection at every stage of life.

Featured Strategy

  • Shield Long Short Equity

    A long-short equity strategy that dynamically adjusts long and short exposure based on macro views and bottom-up research, with at least 75% allocated to equities or related derivatives.

    Category

    Long-Short Equity

    Market

    Developed

    Risk Level

    Region

    Global

    Asset Class

    Alternative

Who We Are

We are a trusted wealth advisory firm serving individuals, families, and institutions as Portfolio Managers, Financial Planners, and Wealth Managersโ€”offering integrated investment management, strategic planning, and personalized guidance to help you grow, protect, and transfer wealth with confidence.

Portfolio Management

Our portfolio managers design and manage custom investment portfolios tailored to your goals, using a disciplined approach to asset selection. They invest in stocks, bonds, and individual securities with full discretionary authority to optimize performance.

Financial Planning

Our financial planners provide comprehensive financial planning that includes retirement, education, tax, and estate strategies. We also conduct in-depth risk management and insurance reviews to help protect your financial future.

Wealth Management

Our wealth managers deliver integrated planning, investment, and wealth management services for high-net-worth clients. We coordinate with attorneys, CPAs, and fiduciaries to support legacy planning, trust strategies, and family governance.

Who We Serve

Personalized Wealth Management Services for Every Stage of Life

At Global Advisers, we serve individuals and families across all life stagesโ€”from retirees to next-gen investors. Our fiduciary planning adapts to complex needs, legacy goals, and evolving priorities with precision and care.

We help retirees turn savings into sustainable income while protecting wealth through every stage of retirement. Our planning covers income strategy, healthcare, estate coordination, tax efficiency, and legacy designโ€”ensuring your retirement works for both you and your family.

We work with families facing unique financial situations, including those with special needs, blended households, and long-term care responsibilities. Our planning adapts to your familyโ€™s structure, offering integrated strategies for protection, continuity, and peace of mind.
Women face unique challenges and opportunities in building and preserving wealth. Whether youโ€™re a business owner, widow, executive, or managing family finances, we provide strategic guidance aligned with your goals, values, and long-term security.

Younger investors benefit from early, intentional planning. We help navigate saving, investing, debt, equity compensation, and career growthโ€”with smart strategies built for long horizons, evolving goals, and emerging asset classes.

Families managing wealth across generations face complex dynamics. We deliver coordinated planning that balances current needs with legacy prioritiesโ€”aligning trusts, tax strategies, education, and investment management to support the whole family.

Areas of Practice

A Disciplined Approach Across Key Areas of Wealth

We deliver comprehensive wealth management services across every dimension of your financial lifeโ€”investment management, planning, protection, and strategy.

We design and manage portfolios using individual securities, funds, and alternatives tailored to your goals. Our active oversight emphasizes risk control, tax efficiency, and long-term growth.
Our planning services help you prepare for every stage of life, integrating cash flow, tax strategies, education funding, and legacy planning into one coordinated roadmap.
We assess your exposures and design insurance and benefits strategies to protect your income, assets, employees, and long-term goals from unexpected disruption.
Strategies minimize taxes and secure your legacy through trust design, charitable planning, business succession, and family wealth structuring.

We guide owners through business growth, succession, and personal wealth integrationโ€”aligning corporate benefits, executive planning, and exit strategies for lasting success.
Whether youโ€™re decades away or already retired, we help you prepare for whatโ€™s next. From retirement income strategies to relocation planning, our fiduciary advice ensures your future is secure and sustainable.
We provide tailored planning for women navigating career changes, caregiving, business ownership, divorce, or widowhood. Our approach empowers financial confidence at every life stage.

Specialized Solutions by Profession

Tailored Financial Planning by Profession

We align your financial strategy with your professionโ€”optimizing equity, income, and benefits while planning for long-term growth and protection.

Artists and Entertainers

From royalties to residuals, we help artists and entertainers manage income volatility, taxes, and long-term wealth through tailored, fiduciary strategies.

Business Owners

Entrepreneurs face unique financial challenges. Global Advisers helps business owners integrate personal and business planning, reduce taxes, manage risk, and build wealth.

Corporate Executives

Corporate executives face complex compensation, tax, and compliance issues. We provide strategic wealth management tailored to stock options, equity, and legacy planning.

Dentists

Explore wealth management for dentists. From practice profitability to tax strategy and retirement, we help you build, grow, and protect your financial future.

Federal Employees

Maximize your federal benefits with expert financial planning for federal employees. We help align your TSP, pension, and survivor benefits with retirement and legacy goals.

Higher Education

Comprehensive financial planning for higher education professionals. We help professors and administrators align 403(b), pension, and equity benefits with long-term goals.

Nursing and Allied Health

Nursing and allied health professionals need smart, clear strategies. We help grow retirement savings, manage debt, protect income, and plan for the future.

Physicians

Specialized financial planning for physicians. We help doctors manage income, tax exposure, student loans, and long-term wealthโ€”while protecting what matters most.

Professional Athletes

Professional athletes face unique financial challengesโ€”short careers, variable income, taxes, and risk. We deliver tailored strategies to help build, protect, and transition wealth.

Professional Investors

Professional investors need tax-efficient strategies for portfolios, real estate, and alternatives. We deliver institutional-grade wealth management aligned with your goals.

Tech Professionals

Tech professionals face rapid income, equity compensation, and career changes. We help navigate stock options, tax timing, and long-term wealth strategies.

Recent Insights

At Global Advisers, we lead with exceptional ideas. Across all our businesses, we offer keen insight into today’s most critical issues.

Letโ€™s Talk
800.832.8514

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