Showing results for "client services"
Family Office Services Helping you navigate the complex, multigenerational challenges of managing significant wealth. Explore Family Office Advisory Services Planning Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict [...]
Global Advisers Wealth Management offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.
Audience: Personal Investors
Our trustee services help you easily manage and consolidate your assets, prepare for the distribution of your assets after your death, and decide how your assets are invested.
Audience: Small Business
For investment and wealth management clients, addressing the potential financial strain posed by the escalating costs of long-term care is crucial. Long-term care insurance emerges as a strategic solution, designed to mitigate the economic impact that prolonged healthcare needs can have on an individual’s financial stability and the well-being of their family. This type of [...]
Our investment firm's strategy in offering wealth management services is centered on a personalized, client-focused approach. We understand that each client's financial situation, goals, and risk tolerance are unique. Therefore, we prioritize establishing a deep understanding of our clients' long-term objectives to tailor a bespoke wealth management plan. This strategy encompasses a thorough analysis of [...]
At Global Advisers, we recognize the unique complexities of managing wealth. We offer a suite of services crafted to cater to the distinct needs of our discerning clientele. Our Investment Management service is the cornerstone of our offerings. We believe in creating bespoke investment strategies that are meticulously aligned with your individual risk tolerance, investment [...]
Global Advisers is determined to change, improve, and optimize finance for personal investors. We provide a wide range of financial services and solutions to a diversified client base that includes personal investors, corporations, organizations, and endowments.
Audience: All
At Global Advisers, we understand the complexities and challenges of preparing for the rising costs of college education. Our comprehensive financial planning services are tailored to help families and individuals navigate this crucial phase with confidence and ease.
Platform: Investor Education, Planning for college, College Planning
Life Events Life’s journey is marked by memorable and transformative events that shape us. Life's journey is marked by memorable and transformative events that shape us. Financial planning is the compass guiding individuals and families through life's events, ensuring financial security and achieving meaningful goals. Get Started Discover Financial Planning at Global [...]
Audience: Personal Investors
Divorce Planning Empower your fresh start with well-prepared divorce planning. Empower your fresh start with well-prepared divorce planning. Navigate your divorce with confidence. Our expert planning services provide clarity, security, and a path to a fresh start. Get Started Discover Divorce Planning at Global Advisers Our divorce planning services provide critical financial [...]
Audience: Personal Investors
Estate Planning Preserving wealth and shaping your family’s financial future. Preserving wealth and shaping your family's financial future. Empower your financial legacy. Our services safeguard assets, reduce tax burden, and guarantee a seamless transfer to secure your family's future. Get Started Discover Estate Planning at Global Advisers Discover Estate Planning at [...]
Audience: Personal Investors
Retirement Planning Securing Your Tomorrow, Today – Your Retirement Planning Partner. Securing Your Tomorrow, Today – Your Retirement Planning Partner. Solutions to help you optimize your retirement Get Started Discover Retirement Planning at Global Advisers Retirement planning services offer a comprehensive approach to securing a financially stable future post-employment. Expert advisors employ [...]
Audience: Personal Investors
College Planning Global Advisers College Planning – Empowering Dreams, Shaping Futures. College planning is the roadmap to a future where dreams become degrees. Explore our college planning services and learn more about how we can help you plan for college and beyond. Get Started Discover College Planning at Global Advisers Discover [...]
Audience: Personal Investors
Log in to our partner sites and applications to check your account balances, transfer funds, update your profile, or download reports, including tax and performance.
Audience: Personal Investors
Log in to check your account balances, make a deposit or withdrawal, get market information, access research, and much more
Audience: Small Business
Helping independent financial advisors and professionals serve clients and build their business
Audience: Financial Professionals
Our investment philosophy entails many different types of strategies, all of which are designed to help our clients achieve their financial goals.
Audience: Personal Investors
Global Advisers is committed to helping investors of all levels achieve investing success. We combine deep and broad expertise, global perspectives, and dedication to a long-term investing style that places investor interests first.
Audience: Personal Investors
We support local communities by helping entrepreneurs create jobs and economic opportunities through access to investor education, investment products, banking products and solutions, and the types of financial services their employees need to strive within their own communities.
Audience: All
Galleon Wealth Management ™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.
Audience: All
What if we told you that altruism is something that needs to be managed?
Audience: Personal Investors
When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs.
Audience: Personal Investors
Our banking solutions include high-yield checking, savings, CDs, bill pay, home loans, and debit Mastercard© to help you manage and save your money.
Audience: Personal Investors
Our Family Office Advisory services help you navigate the complex, multigenerational challenges of managing significant wealth.
Audience: Personal Investors
We develop financial plans for people who want to meet their financial needs today and plan for future goals. Each plan is uniquely tailored to your financial planning goals and objectives.
Audience: Personal Investors
Your questions help us understand your financial goals, and our answers help you to achieve your long-term objectives. We provide comprehensive private wealth management solutions for individuals and families of significant means. You’ll receive an exceptional level of service and the insights and resources needed to help you achieve your goals.
Audience: Personal Investors
No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary. Connect with a financial advisor today.
Audience: All
Take control of how your assets and wealth are managed, establish and secure your legacy, and prepare for what comes next with estate planning services.
Audience: Small Business
Global Advisers understands the complexities of business ownership and can support you through every stage by working together to define your goals and help your business thrive.
Audience: Small Business
Our valued clients deserve personal financial advice. We understand the value of advice, and we have your best interest in mind. Our advisors are here to help you make informed decisions about your financial future.
Audience: All
As our reliance on the internet and digital devices for business and personal use increases, so do opportunities for criminals seeking to steal information for financial gain.
We provide investment management services and products across all major asset classes to a diverse set of clients. Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth individuals, families, businesses, foundations, and endowments. We develop wealth and investment management strategies and identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.
Audience: Personal Investors
We work to make a positive difference in the lives of people who want a secure financial future.
Audience: All
At Global Advisers, you have options. You can partner with us and we will provide comprehensive advice and services for your wealth, money, and investments, or you can do it yourself. Either way, we are here to help you make informed decisions about your financial future.
Stephen Kovach is the Founder and CEO of Global Advisers. He graduated from Harvard with a BA in Government from Harvard, a MA is Government and International Political Economy from Harvard, and an Undergraduate Advanced Diploma in Local History at the University of Oxford, England. He also studied Business Analytics, Economics for Managers, and Financial Accounting at the Harvard Business School, and International Finance at the Harvard Law School.
Audience: All
1626 Locust Street
Philadelphia Pennsylvania 19103
Tel: 800-832-8514 | Ext—5011Meetings: By appointment onlyWe provide portfolio management and financial planning services for investors seeking professional management of their investments, money, and wealth. We plan for their financial success through due diligence, strong decision-making, and an unwavering commitment to their success. We always do what is in their best interest.
Audience: All
With a wide selection of investment, banking, lending, insurance, and alternative products and services available, we are well-positioned to help our clients meet their financial goals and objectives.
Audience: All
Global Advisers in Canada and the United States offer a range of products and services to our clients, including Wealth Management, Private Wealth Management, Asset Management, and Family Office Advisory. We also offer Lifestyle advisory services for high-net-worth families and individuals, comprehensive Financial Planning services, and Investment Management services for individuals, families, businesses, and organizations. All locations offer virtual meetings via Zoom.
Wealth Management services begin at $500,000. Private Wealth Management services begin at $2,000,000. We gladly work with clients with investable assets lower than these minimums under certain conditions. Contact us to learn more,
Global Advisers is structured to provide financial, investment, and wealth management services to investors worldwide. Our locations are reserved for meeting with clients by appointment only. For multiple reasons, we do not maintain a full-time presence at these locations. Our unique real estate model, which we implemented at inception, allows us to use our meeting spaces in a way that complies with these restrictions, and also keeps our costs low while making it easy for clients to meet with us. We pass these savings onto our clients and our employees through lower fees and higher compensation respectively.