Showing results for "investment management"
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
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 [...]
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 [...]
Platform: Private Wealth Management
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 [...]
Galleon Asset Management provides a low-fee investing option that covers all asset classes, sectors, and industries.
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
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
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
Businesses have unique financial goals that require strategy, perseverance, and planning.
Audience: Small Business
Low-fee investing options for businesses covering all asset classes, sectors, and industries.
Audience: Small Business
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.
Audience: All
Platform: Investor Education, Managing your finances, Wealth Management
Creating and managing a retirement plan can be daunting. We provide advisory and investment management services to help meet the needs of your employees.
Audience: Employee Retirement Plans
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.
Audience: Careers
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
Creating and managing a retirement plan can be daunting. We provide advisory and investment management services to help meet the needs of your employees.
Audience: Employee Retirement Plans
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 [...]
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
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
Audience: Financial Professionals
No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary. Connect with a financial advisor today.
Audience: All
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
We work to make a positive difference in the lives of people who want a secure financial future.
Audience: All
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
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.
Audience: All
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 [...]
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 [...]
Audience: Small Business
Platform: Business Solutions, Financial Planning Services, Business Planning
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
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. [...]
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
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
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 [...]
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 [...]
The Explorer Large Cap Growth account invests primarily in large U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). The account manager focuses on companies in rapidly expanding industries.
Explore global opportunities at Global Advisers for Investment and Financial Professionals
Audience: Careers
Central to our goal of maximizing client satisfaction, our people bring individual and unique perspectives on issues that matter to investors.
Audience: All
What if we told you that altruism is something that needs to be managed?
Audience: Personal Investors
Designing a legacy that is consistent with your vision and values is a personal and complex process.
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
Your personal values matter. Does your investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.
Audience: Small Business
Integrating charitable giving into your overall investment plan optimizes your strategy and develops a strong legacy for your entire family.
Audience: Small Business
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.
Audience: Employee Retirement Plans
For any type of public or private company. 401k plans are generally most appropriate for companies with 20 or more employees.
Audience: Employee Retirement Plans
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.
Audience: Small Business
Leverage sophisticated business, corporate, and executive services designed to help achieve your professional and personal financial goals.
Audience: Small Business
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 [...]
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.
Platform: Investor Education, Enjoying your retirement
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.
Platform: Investor Education, Planning for your retirement
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.
Platform: Investor Resources
Achieve long-term business success through professionally designed and managed investment portfolios and solutions.
Audience: Small Business
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.
Platform: Investor Education, Preparing for life events
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.
Audience: Personal Investors
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.