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.

In the dynamic landscape of family office services, we recognize that as your personal circumstances and objectives evolve, so too will your taxation and estate planning requirements. Regularly scheduled meetings are pivotal in maintaining the alignment of your financial strategy with your changing needs. These sessions serve as opportunities to revisit the foundational insights garnered [...]

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 [...]

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 [...]

Excessive debt can stifle a small business's ability to operate effectively and grow. At Global Advisers, we understand the critical balance between leveraging debt for expansion and managing debt to ensure financial health. This guide explores the pitfalls of accumulating too much debt and offers a strategic approach to managing and mitigating debt through careful [...]

In the realm of personal finance, the allure of self-managed investment portfolios is strong, driven by the desire for control, the avoidance of fees, and the belief in one’s ability to outperform the market. However, from a behavioral finance perspective, this approach often leads to suboptimal outcomes. At Global Advisers, we understand the complexities of [...]

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 [...]

In the evolving landscape of investment opportunities, Bitcoin and cryptocurrencies have emerged as polarizing assets, drawing both fervent support and critical skepticism. At Global Advisers, our priority is to provide our clients with strategic insights into a broad array of investment avenues, from the digital realms of cryptocurrency to the tangible assets of farmland and [...]

In the intricate world of investment, farmland presents an alternative avenue that blends traditional asset ownership with exposure to the commodities market. At Global Advisers, our pursuit of diverse investment strategies leads us to explore the multifaceted benefits of investing in prime farmland. This comprehensive exploration aims to unpack the pros and cons of farmland [...]

In the realm of renewable energy, solar power stands out for its rapid growth and transformative potential. At Global Advisers, we are committed to guiding our clients through the intricate landscape of renewable energy investments, with solar energy taking center stage due to its scalability, technological advancements, and pivotal role in global sustainability efforts. This [...]

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 [...]

In the complex and ever-evolving world of finance, managing substantial wealth demands not only the highest level of expertise but also a bespoke approach tailored to the unique needs of each individual. At Global Advisers, we understand that your wealth is not just an asset but a legacy that holds the potential to shape the [...]

Galleon Asset Management provides a low-fee investing option that covers all asset classes, sectors, and industries.

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.

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.

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.

Businesses have unique financial goals that require strategy, perseverance, and planning.

Low-fee investing options for businesses covering all asset classes, sectors, and industries.

Keeping your assets with multiple organizations can make it difficult for your heirs to manage your estate, and varying administrative requirements, fees, and deadlines can lead to errors and stress for your loved ones.

Creating and managing a retirement plan can be daunting. We provide advisory and investment management services to help meet the needs of your employees.

We help our clients pursue their financial goals through careful advice, astute investment management, and access to the capabilities and network of Global Advisers. You will be an important part of a highly collaborative and intellectually stimulating environment, and you will become part of a team that helps you succeed.

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.

Creating and managing a retirement plan can be daunting. We provide advisory and investment management services to help meet the needs of your employees.

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.

Protect and manage your trust accounts assets. Availability For estates of any size and for most kinds of trusts. Benefits and features Full brokerage account options make it easy to manage and protect the assets within your trust account after your passing. Easy account consolidation Helps prepare for the distribution of your assets after death [...]

Manage and distribute estate assets Availability For executors or court-appointed administrators of estates Benefits and features Full brokerage account options make it easy to facilitate the distribution of an estate’s financial assets Easy manage, consolidate, buy and sell, or access cash to pay taxes Get accurate estate value for IRS purposes Transfer titles to heirs [...]

The key difference between index investing and active investing lies in the investment management approach. Index investing is a form of passive management where the goal is to match the returns of a market index by replicating its holdings. There's minimal trading, which results in lower transaction costs and tax efficiency. Conversely, active investing involves [...]

In the intricate journey of wealth management, understanding the nuances of probate and the transformative power of strategic estate planning stands as a cornerstone of safeguarding one’s financial legacy. At Global Advisers, we navigate our clients through the complexities of estate planning, emphasizing its critical role in avoiding the pitfalls of probate. This guide aims [...]

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 [...]

If you’re thinking about retiring early, make sure you have a plan, a strategy, and the right outlook on the future. Where we add value: Tailored Early Retirement Guidance: Providing personalized, expert investment advice from the beginning, aligned with your early retirement objectives and financial situation. Long-Term Investment Focus: Advocating for focused, long-term investing as [...]

Tomorrow’s future starts today by considering factors beyond traditional risk and return. Where we add value: Personalized Sustainable Advice: Offering specialized, ongoing investment counsel from the start, tailored to your values and financial goals. Sustainable Investment Philosophy: Believing in the power of sustainable, long-term investing for wealth building and positive societal impact. Comprehensive Sustainable Investment [...]

Cash flow is a key indicator of your business’ success. Investing wisely can help increase cash flow and set you up for growth. Where we add value: Initial Guidance: Providing expert, ongoing investment advice from the very beginning, tailored to the unique needs of your business. Philosophy of Long-Term Investing: Belief that strategic, long-term investments [...]

Whether you’re saving for college, retirement, or a major life event, establishing a long-term investment plan makes sense. Where we add value: Many people want to invest but are unsure where to begin. From the first conversation, we provide professional ongoing investment advice that is highly customized to your unique situation. Personalized Advice: Offering [...]

Helping independent financial advisors and professionals serve clients and build their business

No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary. Connect with a financial advisor today.

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.

We work to make a positive difference in the lives of people who want a secure 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.

We 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.

In an era where technology continuously reshapes landscapes, Artificial Intelligence (AI) has emerged as a transformative force in the sports industry. At Global Advisers, we navigate the intricacies of technological advancements, assessing their implications for economic trends and investment opportunities. The fusion of AI with sports has not only redefined athlete performance and strategy [...]

In the realm of personal finance and wealth management, estate planning is often viewed with apprehension, a task to be deferred for the future. However, at Global Advisers, we assert that estate planning is a crucial pillar of financial strategy, especially for individuals with significant assets, those anticipating an inheritance, or recipients of a substantial [...]

In today's economic landscape, where the certainty of social security wanes and the apprehension over sufficient retirement savings escalates, effective financial planning has never been more crucial. At Global Advisers, we understand the complexities and concerns surrounding retirement planning. Our mission is to navigate you through these challenges with strategic advice and insights, ensuring a [...]

The joy of expecting a new child brings with it a wave of responsibilities, among which financial planning stands paramount. At Global Advisers, we recognize the significance of preparing for such a life-changing event and the complexities it introduces to financial planning. This article explores the challenges parents might face when planning for a new [...]

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 [...]

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 [...]

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 [...]

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 [...]

Our family office offerings deliver a fully integrated, comprehensive analysis of your financial landscape, encompassing your balance sheet, estate plan, and investment strategy. This collaborative endeavor involves a synergistic partnership between you, your Global Adviser Wealth Manager, and, upon your request, your legal and tax advisors. This holistic approach ensures that every facet of your [...]

Account fees and minimums We offer a comprehensive range of investment options to meet a wide variety of goals. Trust accounts Custodial Fees: Monthly service fees: $0 Account opening minimum: $0 Commissions: $0 online listed stock and ETF commissions Management Fees: Based on total household assets. Estate accounts Custodial Fees: Monthly service fees: $0 Account [...]

Life insurance stands as a cornerstone in the arsenal of estate planning tools for investment and wealth management clients, offering a versatile solution to protect income and secure a legacy for heirs. This financial instrument is pivotal not just in providing for beneficiaries in a tax-efficient manner but also in addressing the unique challenges of [...]

For investment and wealth management clients, the significance of disability insurance cannot be overstated, particularly as a preemptive measure to safeguard one’s income stream against the unpredictable eventuality of a disability or injury rendering them unable to work. While it's true that certain employers offer disability insurance as part of their benefits package, it's crucial [...]

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 [...]

For clients navigating the complexities of investment and wealth management, annuities offer a strategic complement to their retirement planning portfolio. As contractual agreements with insurance companies, annuities guarantee a stream of income for life, a cornerstone of financial stability in retirement. These financial instruments are designed to supplement, rather than supplant, other retirement savings vehicles, [...]

For investment and wealth management clients exploring real estate financing options, selecting the appropriate mortgage solution is paramount. Whether you're in the market to purchase a new home, looking to refinance an existing mortgage, or considering tapping into your home’s equity, the right mortgage product can significantly impact your financial strategy. Home lending solutions tailored [...]

Integrating your investment account with your bank account is a prudent strategy for investment and wealth management clients, facilitating seamless financial management. This linkage enables the swift and secure online transfer of funds between accounts via a protected platform, enhancing the efficiency of managing your investments and liquidity. Our checking account options are designed with [...]

We provide two distinct categories for Certificates of Deposit: bank CDs and brokerage CDs, each catering to varying investor preferences and risk appetites. Bank CDs represent a traditional and secure investment avenue. As federally insured deposits, they guarantee a predetermined interest rate over a fixed term, with the principal amount assured upon maturity. This federal [...]

Investing for retirement is a meticulous process that necessitates a clear goal, a strategic approach, and optimal asset allocation. The cornerstone of retirement investing is the establishment of well-defined objectives, including the desired retirement age and the financial resources required to sustain a comfortable lifestyle. With these goals in place, formulating a strategy becomes the [...]

For those considering early retirement, a meticulously crafted plan, a robust strategy, and a forward-looking perspective are indispensable. Early retirement amplifies the need for a substantial and sustainable retirement income, given the extended duration your savings must cover. This necessitates an aggressive savings plan during your working years, coupled with strategic investments that balance growth [...]

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 [...]

Our firm delivers a comprehensive suite of financial planning services, addressing all facets necessary to manage and enhance your wealth effectively. Our financial planning encompasses a detailed strategy for retirement, education funding, budgeting, and cash flow management. We are dedicated to constructing a plan that is not only robust but also flexible, ensuring that it [...]

Index investing offers several benefits, making it a popular choice for both novice and experienced investors. Firstly, it provides broad market exposure, reducing the risk associated with individual stocks or sectors. Secondly, it is cost-effective, as the lower turnover rates and passive management strategy result in lower fees compared to actively managed funds. Additionally, index [...]

In addition to the normal account management fee, you may incur expenses to invest in any underlying funds, collective investment trusts, and ETFs in your portfolio (i.e., expense ratios). If you're invested in ETFs, collective investment trusts, or mutual funds today, you're already paying these expenses. You'll also pay a commission to the custodian each [...]

Retirement marks a significant transition in life, accompanied by its set of financial challenges. At Global Advisers, we are dedicated to guiding our clients through the complexities of retirement planning, ensuring a smooth transition to a secure future. This article explores common problems associated with retiring and offers strategic advice for successful financial planning. Understanding [...]

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 [...]

At Global Advisers, our ethos is built around empowering our clients with the knowledge and strategies to navigate the financial markets effectively. Whether you're a seasoned investor or a consumer beginning to explore the realm of personal finance, understanding the significance of these markets is paramount. This discourse aims to shed light on why financial [...]

At Global Advisers, we firmly believe in the transformative power of our summer internship program in investment and wealth management. As a leading firm, our mission extends beyond managing assets; it encompasses nurturing the next generation of financial professionals. Our summer internships offer a unique immersion into the dynamic world of finance, providing invaluable experiences [...]

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 [...]

In the dynamic arena of global business, age and experience often intersect to forge powerful forces of innovation and leadership. At Global Advisers, we recognize and celebrate the significant contributions of women over 50 in the entrepreneurial landscape. Their success stories not only challenge ageist and gender stereotypes but also highlight the profound impact of [...]

Marriage signifies not only a union of hearts but also a merging of financial lives. At Global Advisers, we understand that effective financial planning plays a pivotal role in building a strong foundation for marital harmony. This guide addresses common financial challenges faced by couples and offers strategic advice for achieving financial planning success, all [...]

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 [...]

As a leading figure at Global Advisers, an esteemed investment and wealth management firm, I have the privilege of guiding many individuals on their journey through the finance sector. The path to securing a position within an investment firm can be both exhilarating and demanding. Here, I share essential insights for those aspiring to join [...]

At Global Advisers, our commitment to guiding our clients through the complexities of the renewable energy market is unwavering. As wind energy emerges as a pivotal component of the global shift towards sustainable power sources, it's imperative to analyze the technology's advantages and challenges thoroughly. This analysis delves into the pros and cons of windmill [...]

Brief overview of AI's evolution Artificial Intelligence (AI) has undergone a remarkable evolution since its inception, transforming from a mere concept in science fiction to a pivotal technology in the modern world. Global Advisers delves into the milestones of AI's evolution, highlighting its advancements and the impact on various sectors. Impact on [...]

Changing jobs is a significant life event that not only impacts your professional path but also your financial landscape. At Global Advisers, we recognize the complexities this transition can bring and the importance of strategic financial planning to navigate it successfully. This guide aims to explore the financial challenges and opportunities that come with changing [...]

At Global Advisers, we're deeply committed to guiding small businesses through the critical aspect of managing cash flow. Efficient cash flow management not only secures your business's growth and stability but also fortifies your brand's reputation and customer relationships. Here are seven effective strategies to optimize your accounts receivable and ensure a robust cash flow. [...]

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, [...]

In the dynamic world of small businesses, financial planning is not just a practice but a cornerstone of sustainability and growth. With limited resources and high competition, small businesses must strategically manage their finances to ensure steady cash flow and revenue growth. This 650-word article delves into the importance of financial planning for small businesses [...]

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.

In the vast landscape of global industry sectors, agriculture holds a foundational role, feeding the world's population and forming the backbone of economies across the globe. At Global Advisers, we delve deep into the sectors that not only drive economic growth but also present significant opportunities for sustainable development and investment. This exploration into agricultural [...]

Adequate cash flow is the lifeline of any small business, enabling day-to-day operations, fueling growth, and ensuring financial stability. At Global Advisers, we recognize the critical nature of cash flow management and offer insights into overcoming common obstacles, with an emphasis on the strategic use of fixed-income securities. The Critical Nature of Cash Flow for [...]

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 [...]

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.

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 [...]

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 [...]

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 [...]

Diversification: Asset allocation spreads investments across various asset classes (such as stocks, bonds, and real estate) to reduce risk. Different asset classes often perform differently under the same economic conditions. By diversifying, investors can mitigate the impact of poor performance in one asset class with gains in another, reducing the overall volatility of the portfolio. [...]

In the complex realm of estate planning, the designation of powers of attorney and the establishment of a revocable trust stand as critical components of a comprehensive plan. At Global Advisers, we underscore the importance of these elements in safeguarding financial health and ensuring personal wishes are honored. This guide examines the ramifications of failing [...]

Reaching major milestones in life, whether personal, professional, or financial, is a cause for celebration and reflection. At Global Advisers, we understand the significance of these moments and the financial planning they necessitate. This guide aims to navigate the financial aspects of achieving major milestones, providing strategic advice to ensure these achievements also mark the [...]

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 [...]

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 [...]

Tackle student loan debt with smart strategies and a sound investment and savings plan. Where we add value: Tailored Student Loan Repayment Support: Delivering dedicated, ongoing guidance specifically designed for your student loan repayment journey. Customized Repayment Strategies: Creating personalized repayment plans that align with your financial goals and lifestyle, focusing on efficiency and debt [...]

Converting your retirement savings into a steady stream of income is challenging. Selecting the right mix of investments is a good place to start. Where we add value: Customized Retirement Income Strategy: Offering expert, personalized guidance from the outset, aimed at enhancing your retirement income, with a focus on including bonds and preferred stocks as [...]

The thought of saving for college tuition is daunting. The afterthought of not saving for it can be devastating.Where We Add Value:Personalized Advice: Tailored specifically to your family's unique educational goals and financial situation from the start.Strategic Long-Term Planning: Focused on maximizing educational savings and minimizing future debt through forward-thinking investment strategies.Comprehensive Management: Oversight of [...]

Reward your employees with investing and retirement benefits. Your brand will thank you for it. Where we add value: Tailored Retirement Plan Guidance: Providing professional, ongoing investment advice from the outset, customized to the organization's and employees' unique needs. Long-Term Investment Philosophy: Belief in the critical role of strategic, long-term investing for a secure retirement. [...]

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 [...]

Crafting a detailed article on the pros and cons of weight loss drugs from the dual perspectives of consumers and investors, especially within the word limit provided, requires a nuanced understanding of both the healthcare sector's intricacies and the financial markets. At Global Advisers, we navigate these complex landscapes to provide our clients with comprehensive [...]

Requires an existing customized retirement plan. Determined by your existing plan. Determined by your existing plan. Custodian Fees: Monthly service fees: $0 $0 account open or maintenance fees Commissions: $0 per online listed equity trades Other account fees, fund expenses, and brokerage commissions may apply Advisory fees: Global Advisers charges an annual management [...]

For professionals age 50 or over who can make annual contributions of $90,000 or more for at least five years and who have few, if any, employees. For people who are looking for a quick way to increase their retirement assets. Contributions are generally 100% tax-deductible, within IRS limits. Earnings grow tax-deferred and are taxable [...]

A Simplified Employee Pension Plan (SEP-IRA) is specifically designed for self-employed individuals and small business owners who want to save for retirement without getting involved in complex plan administration. If you are self-employed or have few employees, and if you want flexibility in the amount you contribute annually—particularly if you want to make high contributions—a [...]

An Individual 401(k) plan is available to self-employed individuals and business owners, including sole proprietors, corporations, partnerships, and tax-exempt organizations with no employees other than a spouse. You must have a minimum 5% business share to be eligible. Contributions to a Self-Employed 401(k) plan are tax-deductible. Earnings grow tax-deferred and assets are not taxed until [...]

A 401(k) plan is suitable for a company of any size that is looking for a retirement solution that allows high levels of salary deferrals by employees. Plans are generally offered to all employees at least 21 years of age who worked at least 1,000 hours in the previous year. Employee contributions are generally made [...]

At Global Advisers, we are acutely aware of the environmental challenges facing our planet and their broad economic implications. Among these, deforestation stands out for its far-reaching consequences on the global economy. This analysis aims to shed light on the economic repercussions of deforestation, emphasizing the interconnectedness of ecological health and economic stability. The Immediate [...]

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 [...]

As we look towards the horizon, the interplay between natural resources and the global economy presents a panorama of potential shifts and developments. The future economic landscape, influenced significantly by how we manage and utilize these resources, stands at a crossroads. The decisions made today will not only determine investment returns but also shape the [...]

At Global Advisers, our mission is to guide our clients through the complexities of the financial landscape with clarity and strategic foresight. The Federal Reserve's management of interest rates is a central theme in this landscape, significantly influencing inflation, economic growth, and even the risk of deflation. This analysis provides an in-depth look at the [...]

As part of our commitment at Global Advisers to exploring diverse investment avenues in the energy sector, nuclear power presents an intriguing, albeit complex, landscape. While nuclear energy offers substantial benefits in terms of clean electricity generation and energy security, it is not without its controversies and challenges. This analysis aims to delve into the [...]

Germany, with its robust economy, stands as Europe's powerhouse and a pivotal player on the global stage, making it a focal point of our analysis at Global Advisers. Our commitment to providing strategic investment insights compels us to explore Germany's economic landscape, its influence on international commerce, especially across the US, Europe, and Asia, and [...]

In the complex world of retail, distinguishing between fleeting trends and enduring strategies can mean the difference between success and failure. At Global Advisers, our expertise lies in navigating these subtleties, offering investors insights into identifying robust investment opportunities in the retail sector. This analysis explores the factors contributing to retail successes and failures and [...]

In the vast expanses of global finance and environmental stewardship, the issue of plastic ocean contamination stands as a stark reminder of the interconnectedness of ecological health and economic prosperity. At Global Advisers, we delve into the complexities of environmental challenges, assessing their implications for the global economy and identifying actionable pathways for investors. This [...]

The intersection of environmental health and global economics has never been more pronounced than in the case of water pollution. As an integral resource, water sustains life, powers industries, and irrigates agriculture. However, its contamination poses severe risks not just to ecological systems but also to the economic fabric of societies worldwide. At Global Advisers, [...]

Given the sensitivity and complexity of discussing political systems such as communism and their impact on economic policies and reforms, it's crucial to approach this topic with a nuanced and informed perspective. At Global Advisers, our focus is on understanding the multifaceted dimensions of economic reform within different governance frameworks, including China's unique political and [...]

Careers that change lives. Careers with a purpose.

Explore global opportunities at Global Advisers for Investment and Financial Professionals

Investors shouldn’t have to trade performance for fees or value for trust.

Central to our goal of maximizing client satisfaction, our people bring individual and unique perspectives on issues that matter to investors.

What if we told you that altruism is something that needs to be managed?

Designing a legacy that is consistent with your vision and values is a personal and complex process.

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.

Our banking solutions include high-yield checking, savings, CDs, bill pay, home loans, and debit Mastercard© to help you manage and save your money.

Your personal values matter. Does your investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.

Integrating charitable giving into your overall investment plan optimizes your strategy and develops a strong legacy for your entire family.

A CRA (also known as a “pension trust”) holds your plan’s assets, gives you expanded investment options, and lets you access custom retirement planning tools, research, and resources.

For any type of public or private company. 401k plans are generally most appropriate for companies with 20 or more employees.

For businesses with excess capital, a business investment account allows you to invest in the global financial markets. You can select to manage the account yourself or apply for a professionally managed account.

Leverage sophisticated business, corporate, and executive services designed to help achieve your professional and personal financial goals.

Brazil, as Latin America's largest economy, holds a significant place in the global market, characterized by its vast natural resources, diverse industrial base, and burgeoning technological sector. At Global Advisers, our commitment to providing nuanced market insights compels us to explore the intricacies of Brazil's economic landscape, its influence on international business, especially with the [...]

All portfolios are equal-weighted(unless otherwise stated). For the purpose of demonstration, all portfolios assume a starting balance of $10,000 U.S. Many Coire accounts have a minimum investment of $1,000 U.S. Portfolios with a launch date of fewer than 5 years are backtested. Trailing return and volatility are calculated as of the last full calendar [...]

Asset classes represent different segments of the economy and the financial markets. For example, the taxable bond asset class is comprised of debt securities such as U.S. Government bonds and Corporate bonds, whereas the international equity asset class includes stocks of publicly traded companies that are not based in the United States. Similar to [...]

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, [...]

In an era where the call for sustainability is louder than ever, regulatory trends in investing are rapidly evolving to meet this demand. As a cornerstone of Global Advisers, we are committed to understanding these shifts, their impact on consumers, and the implications for our investors. This article delves into the intricacies of investing for [...]

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 [...]

The new year saw new federal legislation (SECURE ACT 2.0) enacted to make it easier for retirement plan participants to save even more, and to make it easier for plan sponsors to offer plans.

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 [...]

This article focuses on retirement tax strategy optimization, and why it’s important to think about how your different sources of income, such as Social Security, retirement, and other assets, interact.

When it comes to investing your own money, you shouldn’t have to tradeoff performance for fees or value for trust. Building a portfolio requires time, patience, and the right strategy. iCore, or Intelligent Core, provides a foundation to pursue specific investment goals.

Achieve long-term business success through professionally designed and managed investment portfolios and solutions.

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.

While many parents neglect the first few years of their child’s financial life, early college savers enjoy a longer period of compounding growth.

Core account features are based on investor feedback. Things like fees, quality, and management came a close second to trust and relationships. We took all of these into consideration to create accounts that are tax-efficient, diversified, and easy on your wallet.

Navigating tax season can be a complex endeavor, but with a strategic approach, you can potentially reduce your investment tax burden and keep more earnings for your personal goals. Here's a streamlined guide offering actionable strategies to enhance tax efficiency across various stages of investment. 1. Opt for Tax-Efficient Investment Vehicles When selecting investments, especially [...]

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.

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.