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
At Global Advisers, our perspective on investment opportunities within the healthcare sector is informed by a deep understanding of economic trends and their impacts on financial markets. For investors with a growth and high-risk profile, the healthcare industry presents a compelling area for potential returns, driven by innovation, demographic shifts, and regulatory changes. The Innovation [...]
Audience: All
Platform: Economy
In the ever-evolving landscape of U.S. financial markets, discerning investors keep a keen eye on economic trends that shape investment opportunities and risks. Global Advisers offers a nuanced perspective on how current economic trends, especially within the healthcare industry, are influencing the markets. This analysis is particularly relevant for individuals with a conservative risk profile [...]
Audience: All
Platform: Economy
The escalating costs of healthcare and the complexities of health insurance represent significant concerns for individuals approaching retirement. At Global Advisers, our commitment to client welfare extends beyond wealth accumulation to ensuring comprehensive financial preparedness, which includes navigating healthcare costs in retirement. This guidance delves into the strategies for managing medical expenses and making informed [...]
Audience: All
Platform: Retirement Planning
Inflation's insidious nature can erode the real value of investment returns, presenting a significant challenge for individuals planning for retirement. At Global Advisers, we prioritize empowering our clients with strategies to mitigate inflation's effects on their retirement savings and navigate the often volatile stock market. This guide offers an exploration into managing inflation's impact on [...]
Audience: All
Platform: Retirement Planning
The escalating costs of elderly care present a formidable challenge for many individuals as they approach retirement. At Global Advisers, our mission is to empower clients with the knowledge and strategies necessary to navigate their retirement years with confidence. This guide delves into the complexities of planning for elderly care costs and offers foundational strategies [...]
Audience: All
Platform: Retirement Planning
In the realm of retirement preparation, reliance on Social Security benefits alone presents a precarious foundation for financial security. At Global Advisers, our expertise lies in navigating the complexities of retirement planning, ensuring our clients achieve a secure and fulfilling retirement. This analysis explores the inherent problems of insufficient Social Security benefits and underscores the [...]
Platform: Retirement Planning
In the complex and ever-evolving world of personal finance, the creation and adherence to a strategic financial plan is not merely a recommendation; it is a necessity. At Global Advisers, our ethos is anchored in the belief that financial planning is the cornerstone of achieving long-term financial security and realizing personal aspirations. This discourse delves [...]
Audience: All
Platform: Financial Planning
In the diverse world of investment strategies, commodities hold a unique position. Their intrinsic value and essential role in the global economy make them an attractive option for portfolio diversification and risk management. At Global Advisers, we delve into the complexities of the commodities market to equip our clients with the knowledge needed to leverage [...]
Audience: All
Platform: Commodities
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 [...]
As part of our ongoing analysis at Global Advisers, the Egyptian economy stands out as a beacon of growth and potential within the Middle East and North Africa (MENA) region. Known for its ancient civilization, Egypt today is navigating a path towards economic modernization and diversification, presenting unique opportunities and considerations for businesses and investors [...]
Audience: All
Platform: Africa and the Middle East
In the realm of scientific innovation, companies that lead the charge in making groundbreaking advancements are not just reshaping industries—they're redefining the very fabric of our daily lives. As Global Advisers, we keenly observe these developments, understanding their implications for consumers and investors alike. This article explores the influence of significant scientific breakthroughs, highlighting how [...]
Audience: All
Platform: Science
In the complex tapestry of global investment landscapes, the top economies of Africa and the Middle East – including Saudi Arabia, Israel, the United Arab Emirates (UAE), Egypt, Qatar, Morocco, and South Africa – present a distinctive array of opportunities and challenges. At Global Advisers, our deep dive into these markets reveals insights crucial for [...]
Platform: Africa and the Middle East
Mexico, with its vibrant economy and strategic proximity to the United States, presents a compelling landscape for international investors. As a firm deeply rooted in understanding the nuances of global markets, Global Advisers is poised to dissect Mexico's regulatory environment and its implications for U.S. investors. This analysis aims to shed light on the complexities [...]
Audience: All
Platform: Latin America
In the dynamic landscape of global economies, China and India stand out as two burgeoning powerhouses with unique paths to growth and distinct market opportunities. As Global Advisers, we provide an in-depth analysis of these economies, drawing comparisons to elucidate what these trends mean for consumers and investors. China's Economic Landscape China, having embarked on [...]
Audience: All
Platform: China
In the dynamic landscape of global economics, Artificial Intelligence (AI) stands as a transformative force, particularly within emerging market economies. At Global Advisers, our foresight into technological advancements and their economic implications enables us to guide our clients through the evolving investment landscapes. This analysis explores the multifaceted impact of AI on emerging economies and [...]
Audience: All
Platform: Artificial Intelligence
In the dynamic world of retail, the divergent paths of e-commerce and traditional brick-and-mortar shopping have created a landscape rich with insights and opportunities for investors. At Global Advisers, we specialize in analyzing market trends and consumer behaviors, offering our clients nuanced perspectives to inform their investment decisions. This article explores the key differences in [...]
Audience: All
Platform: Retail Investing
In the rapidly evolving landscape of digital transformation, blockchain technology emerges as a revolutionary force, redefining traditional business models and creating new economic opportunities. At Global Advisers, we specialize in navigating the complexities of emerging technologies, understanding their implications for the global economy, and identifying strategic investment avenues for our clients. This analysis delves into [...]
Audience: All
Platform: Technology
In the complex and ever-evolving landscape of global finance, a multitude of forces continuously shapes the terrain in which consumers and investors operate. At Global Advisers, our expertise lies in deciphering these forces, understanding their potential impacts, and guiding our clients toward making informed financial decisions. This extended analysis aims to explore the drivers, threats, [...]
Audience: All
Platform: Financial Markets
In the landscape of global technological advancement, Artificial Intelligence (AI) emerges not only as a driver of economic growth but as a pivotal force in enhancing the lives of disabled people. At Global Advisers, our commitment to identifying transformative investment opportunities extends to sectors where technology creates significant social impact. This article explores the profound [...]
Audience: All
Platform: Artificial Intelligence
As a dynamic economy known for its stable governance, robust legal frameworks, and open market policies, Chile has long stood as a beacon for international investors seeking opportunities in Latin America. At Global Advisers, our mission is to decode the complexities of international investment environments, providing our clients with the insights needed to navigate these [...]
Audience: All
Platform: Latin America
In the evolving narrative of the global economy, Artificial Intelligence (AI) is not just a subplot within the technology sector; it's increasingly taking center stage in the entertainment industry. At Global Advisers, we meticulously analyze technological advancements and their ripple effects across various sectors, offering our clients insights into emerging economic and investment landscapes. This [...]
Audience: All
Platform: Artificial Intelligence
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
The Northeast region of the United States, encompassing states from Maryland up to Maine, is not only rich in historical significance but also a powerhouse of diverse economic activities. At Global Advisers, we recognize the unique position of the Northeast in contributing to the U.S. and global economies. This analysis delves into the pivotal sectors—Food, [...]
Audience: All
Platform: Regional Analysis
The healthcare industry stands at the cusp of a transformation, propelled by unprecedented advances in technology, research, and patient care methodologies. As Global Advisers, our focus extends to understanding these developments, their implications for consumers, and the consequential landscape for investors. This article navigates through the latest healthcare innovations, dissecting their effects on the market [...]
Audience: All
Platform: Healthcare
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
In the rapidly evolving landscape of technological innovation, Brain-Computer Interface (BCI) technologies emerge as a pivotal frontier, poised to redefine human interaction with the digital world. At Global Advisers, we are dedicated to exploring cutting-edge technologies, understanding their implications for the global economy, and identifying strategic investment opportunities. This analysis delves into the realm of [...]
Audience: All
Platform: Technology
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
In the evolving narrative of global economic development, robotics emerges as a transformative force, reshaping industries, labor markets, and investment landscapes. At Global Advisers, we delve into the intricacies of technological advancements, assessing their implications for the global economy and identifying actionable pathways for investors. This discourse aims to explore the profound impact of robotics [...]
Audience: All
Platform: Technology
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Audience: Personal Investors
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Audience: Small Business
Latin America, a region characterized by its vibrant culture and rich history, presents a dynamic yet complex economic landscape. At Global Advisers, our expertise extends to unraveling the intricacies of this diverse market, understanding the forces that drive economic trends, and analyzing the implications for consumers and investors alike. This exploration delves into the pivotal [...]
Audience: All
Platform: Latin America
The global economy is a complex, interwoven fabric of countries, companies, and consumers, each contributing to and being affected by a myriad of forces. As Global Advisers, we delve into these dynamics, offering our perspective on the driving forces behind today's economic trends and their implications for consumers and investors alike. The Role of Technology [...]
Audience: All
Platform: Economy
In an era where technology increasingly acts as the cornerstone of growth and innovation, its profound impact on business, the economy, and societal structures cannot be overstated. At Global Advisers, we are acutely attuned to the waves of technological advancement sweeping across the globe, understanding their implications for consumers, businesses, and investors alike. This comprehensive [...]
Audience: All
Platform: Technology
Japan, an archipelago steeped in tradition yet at the forefront of technological innovation, presents a unique juxtaposition of enduring cultural heritage and cutting-edge development. As Global Advisers, we navigate the complexities of Japan's economy, identifying investment opportunities while considering the cultural and regulatory nuances that define this vibrant market. This comprehensive analysis aims to shed [...]
Audience: All
Platform: Regional Analysis
As part of our dedication at Global Advisers to uncovering dynamic markets with promising growth trajectories, Kenya's economy offers a fascinating study in resilience, diversification, and innovation. This article ventures into understanding Kenya's economic structure, its influence on international commerce, particularly with businesses in the US, Europe, and Asia, and elucidates the avenues it opens [...]
Audience: All
Platform: Africa and the Middle East
Within the panorama of emerging markets, Nigeria's economy offers a compelling narrative of growth, challenges, and untapped potential. As Global Advisers, our commitment lies in dissecting the intricacies of such vibrant economies, understanding their impact on the global stage, and elucidating what these dynamics mean for businesses and investors. This analysis delves deep into Nigeria's [...]
Audience: All
Platform: Africa and the Middle East
The European economy, with its rich tapestry of cultures, industries, and policies, presents a unique landscape for consumers and investors alike. At Global Advisers, we offer a nuanced analysis of this economy's current state, focusing on regulatory policies and their broader effects. This insight aims to guide our clients through the complexities of investing in [...]
Audience: All
Platform: Europe
In the vast and intricate world of global finance, understanding the forces that propel economic activities is paramount. At Global Advisers, our commitment to providing our clients with deep insights into the financial landscape extends beyond individual markets and investments. It encompasses a thorough comprehension of the global economy's underlying drivers. Herein, we explore the [...]
Audience: All
Platform: Economy
In the vibrant tapestry of global economies, the United Kingdom (UK) presents a unique blend of historic financial tradition and modern economic dynamics. As part of Global Advisers' commitment to delivering comprehensive market insights, our focus extends to understanding the UK's economic environment, especially in the wake of Brexit. This analysis explores the UK's economic [...]
Audience: All
Platform: Europe
China's emergence as a global economic superpower has been one of the most significant developments in the world economy over the past few decades. At Global Advisers, our focus on identifying robust markets for our clients leads us to a comprehensive analysis of China's economic landscape, its impact on global business, and the implications for [...]
Audience: All
Platform: China
Introduction to Commodities In the diverse world of investment, commodities hold a unique place, offering opportunities and challenges distinct from those found in stocks or bonds. As tangible goods used in commerce that include oil, gold, and agricultural products, commodities can be a crucial part of a well-rounded investment portfolio. At Global Advisers, our expertise [...]
Audience: All
Platform: Commodities
In our pursuit at Global Advisers to identify vibrant markets that promise growth and resilience, Morocco stands out within the African and Mediterranean landscape. This North African kingdom, known for its rich history and cultural heritage, is carving out a path toward economic diversification and modernization, signaling a host of opportunities and considerations for global [...]
Audience: All
Platform: Africa and the Middle East
At Global Advisers, we continuously seek to understand and analyze the economic landscapes that shape investment opportunities and global market dynamics. The South African economy, characterized by its rich resources, strategic geographic location, and evolving market structure, plays a crucial role in the global economic ecosystem. This article explores the intricacies of South Africa's economy, [...]
Audience: All
Platform: Africa and the Middle East
At Global Advisers, our in-depth analysis of global economic landscapes enables our clients to navigate the complexities of international markets with confidence and strategic insight. China's economy, as the world’s second-largest, is of particular interest due to its significant influence on global economic dynamics. However, the path to economic reform in China is fraught with [...]
Audience: All
Platform: China
In the realm of healthcare, a paradigm shift is underway. The focus is moving from treating illness to preventing it, with a healthy and fitness-oriented lifestyle at the core of this transformation. At Global Advisers, we are keenly observing this shift, recognizing the burgeoning opportunities for investors in the fitness and nutrition sectors. This exploration [...]
Audience: All
Platform: Healthcare
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.