Reach your financial & investment goals

Depending on which account structure you select, your account(s) are either professionally managed (Managed) by a team of investment advisers, portfolio managers, and wealth managers with expertise in investing, financial planning, and estate and trust preparation, or self-managed (Prime), where you select your own investments with our guidance.

Whether you are saving for retirement, investing for growth and income, planning for college or another life event, or building and growing your business, our accounts offer low fees, unparalleled technology, and mobile access from any device.

Accounts that meet certain criteria qualify for Galleon Flagship Services

Brokerage Accounts

A brokerage account holds financial assets (securities) such as stocks, bonds, mutual funds, and ETFs, on behalf of an investor. It can have one owner (Individual) or multiple owners (Joint). It is commonly used to build long-term wealth, or to make large purchases.

Looking for general business investing?

Retirement Accounts

An IRA is a brokerage account with only one owner. The account typically provides tax-advantages to the owner. We offer Traditional, ROTH, and Rollover IRAs designed to meet your income and lifestyle needs.

Ready to rollover your old 401(k) or 403(b)?

Looking for business retirement plans?

Business Accounts

If you own a business of any size and you recognize the value of having a professionally managed investment account in your business’ name, we offer a professionally managed general investing business account that is ideally structured for LLC’s, Partnerships, and Corporations. Depending on your business goals, the account can provide long-term investment growth, tax-advantaged investments and strategies, short-term savings for major purchases, broad exposure to investment products and global markets, alternative solutions for year-end excess capital, improved cash flow for regular purchases, and additional collateral for bank loans.

We also offer SEP IRAs, 401(k) and Self-employed 401(k) plans for businesses seeking managed employee retirement plans.

Education Accounts

Education investment accounts provide tax-advantaged opportunities to invest for college and higher-education. We offer 529 Plans, Custodial accounts, and Education Savings accounts.

Galleon Custodial accounts are managed internally by Global Advisers.

Charitable Accounts

Galleon Charitable provides a smart and innovative way for investors to give-back to their community. We are deeply committed to solving economic and social issues, and enabling progress worldwide. To that end, the Galleon Charitable account reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account.

Trust Accounts

A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. A Galleon Flagship Trust account offers legally established taxable living, revocable, irrevocable and testamentary trusts. You must already have the trust created by an attorney before opening a Galleon Flagship Trust account.

Special Purpose Accounts

For investors with special investing needs, we offer different types of accounts with various benefits, including specific investment strategies that meet strict criteria (ESG & Impact), potentially higher-than-average returns (Hedge Funds), and potential tax-advantaged medical solutions (HSA). All accounts offer broad exposure to investment products and global markets.

Professional Accounts

For registered financial advisors, institutions, and money managers seeking better opportunities, we offer accounts that support long-term investment strategies for their clients and/or organizations, multi-currency tax-advantaged investments and strategies, short-term savings solutions for clients, un-matched selection of investment products and global markets, the ability to open and manage accounts in 219 countries, the most advanced trading and research platforms available, and much more.

Overview

Reach your financial & investment goals

Depending on which account structure you select, your account(s) are either professionally managed (Managed) by a team of investment advisers, portfolio managers, and wealth managers with expertise in investing, financial planning, and estate and trust preparation, or self-managed (Prime), where you select your own investments with our guidance.

Whether you are saving for retirement, investing for growth and income, planning for college or another life event, or building and growing your business, our accounts offer low fees, unparalleled technology, and mobile access from any device.

Accounts that meet certain criteria qualify for Galleon Flagship Services

Brokerage

Brokerage Accounts

A brokerage account holds financial assets (securities) such as stocks, bonds, mutual funds, and ETFs, on behalf of an investor. It can have one owner (Individual) or multiple owners (Joint). It is commonly used to build long-term wealth, or to make large purchases.

Looking for general business investing?

Retirement

Retirement Accounts

An IRA is a brokerage account with only one owner. The account typically provides tax-advantages to the owner. We offer Traditional, ROTH, and Rollover IRAs designed to meet your income and lifestyle needs.

Ready to rollover your old 401(k) or 403(b)?

Looking for business retirement plans?

Business

Business Accounts

If you own a business of any size and you recognize the value of having a professionally managed investment account in your business’ name, we offer a professionally managed general investing business account that is ideally structured for LLC’s, Partnerships, and Corporations. Depending on your business goals, the account can provide long-term investment growth, tax-advantaged investments and strategies, short-term savings for major purchases, broad exposure to investment products and global markets, alternative solutions for year-end excess capital, improved cash flow for regular purchases, and additional collateral for bank loans.

We also offer SEP IRAs, 401(k) and Self-employed 401(k) plans for businesses seeking managed employee retirement plans.

Education

Education Accounts

Education investment accounts provide tax-advantaged opportunities to invest for college and higher-education. We offer 529 Plans, Custodial accounts, and Education Savings accounts.

Galleon Custodial accounts are managed internally by Global Advisers.

Charitable

Charitable Accounts

Galleon Charitable provides a smart and innovative way for investors to give-back to their community. We are deeply committed to solving economic and social issues, and enabling progress worldwide. To that end, the Galleon Charitable account reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account.

Trust

Trust Accounts

A Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. A Galleon Flagship Trust account offers legally established taxable living, revocable, irrevocable and testamentary trusts. You must already have the trust created by an attorney before opening a Galleon Flagship Trust account.

Special Purpose

Special Purpose Accounts

For investors with special investing needs, we offer different types of accounts with various benefits, including specific investment strategies that meet strict criteria (ESG & Impact), potentially higher-than-average returns (Hedge Funds), and potential tax-advantaged medical solutions (HSA). All accounts offer broad exposure to investment products and global markets.

Professional

Professional Accounts

For registered financial advisors, institutions, and money managers seeking better opportunities, we offer accounts that support long-term investment strategies for their clients and/or organizations, multi-currency tax-advantaged investments and strategies, short-term savings solutions for clients, un-matched selection of investment products and global markets, the ability to open and manage accounts in 219 countries, the most advanced trading and research platforms available, and much more.

Which account structure is right for you?

Galleon Flagship Services

Galleon is our premium account management service for investors with $100,000 or more in total household assets, and for investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning.

Asset Management

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Private Wealth Management

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Wealth Management

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Global Advisers Managed Accounts

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life. We provide comprehensive, active management and services including risk management, professional research, estate and trust services, tax strategies, managed philanthropy, family legacy planning, and life style advisory.

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