About Global Advisers

When it comes to your wealth, the answers to your questions may be your most valuable asset. At Global Advisers, we exist to bring clarity to those questions — and to deliver disciplined solutions aligned with your goals. Our team combines deep experience, institutional tools, and fiduciary independence to serve individuals, families, business owners, and institutions with purpose and precision.

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

Global Advisers is a registered investment firm providing a wide range of financial services to a diversified client base that includes corporations, organizations, endowments, and individuals. The firm is headquartered in Philadelphia, Pennsylvania and is structured to meet clients in all major cities worldwide. Our goal is to help investors of all levels achieve long-term investment success through strong management, product selection, and low fees.

Since our inception, Global Advisers has been committed to serving our clients and exceeding their service expectations. Learn more about our culture and our history.

At Global Advisers, our approach begins with a simple principle: financial advice should be rooted in your goals, not in sales, products, or trends. We offer a structured, fiduciary process that puts strategy first — guided by experience, driven by data, and aligned with your long-term interests.

Whether you’re building wealth, protecting assets, or planning for retirement, our mission is to bring order, clarity, and discipline to your financial life.

At Global Advisers, we believe that the quality of your financial experience depends on the people behind it. That’s why we’ve built a team of professionals who combine expertise, integrity, and responsiveness — not just in strategy, but in service.

Leadership begins with accountability — to our clients, our values, and our mission. Every decision we make is grounded in the belief that your interests come first. Our leadership team is responsible for ensuring that everything we do reflects that standard: from how we manage portfolios to how we return phone calls.

We typically work with clients who have $500,000 or more in investable assets, but we consider each relationship individually. If you’re committed to building wealth and financial independence, we’re committed to helping you get there. We serve individuals, families, businesses, and organizations who value clarity, discipline, and results. Whether you’re growing wealth, preparing for retirement, or managing financial complexity, our fiduciary approach puts your interests first—always. We partner with clients who seek sophisticated, conflict-free advice and a long-term relationship built on trust.

A Modern Platform Built Around Your Needs

Global Advisers offers a comprehensive suite of wealth management and planning services — delivered through a multi-custodial platform to:

Private Client Services by Global Advisers

Galleon Wealth Management is the advisory division of Global Advisers, LLC designed for who value discretion, complex planning, and concierge-level service. While not a separate company, Galleon reflects our elevated offering for high-net-worth households, trusts, and private family entities. The focus is on customization, continuity, and clarity at every step of your financial life.

CoreShield Insurance is the in-house insurance division of Global Advisers, offering conflict-free protection strategies that align with your broader financial goals. Unlike traditional insurance agents, CoreShield operates under fiduciary principles — providing independent analysis, transparent compensation, and needs-based recommendations across life, health, disability, long-term care, and Medicare planning. Whether you’re safeguarding your income, legacy, or business, CoreShield integrates seamlessly into your overall strategy with the same clarity and discipline that define every aspect of our firm.