Accounts

We offer accounts for individuals and businesses that wants to plan for growth, develop cash-flow, trade global markets, or invest for retirement.

Retirement and IRA

Traditional IRA

Traditional IRA Inherited

ROTH IRA

ROTH IRA Inherited

401k and 403b Rollovers

SEP IRA

SEP IRA Inherited

Rollover IRA

Related

Retirement Planning

Retirement Solutions

Seeking Income

A rollover of retirement plan assets to an IRA is not your only option. Carefully consider all of your available options which may include but not be limited to keeping your assets in your former employer’s plan; rolling over assets to a new employer’s plan; or taking a cash distribution (taxes and possible withdrawal penalties may apply). Prior to a decision, be sure to understand the benefits and limitations of your available options and consider factors such as differences in investment related expenses, plan or account fees, available investment options, distribution options, legal and creditor protections, the availability of loan provisions, tax treatment, and other concerns specific to your individual circumstances.

Trust, Estate, and Charitable

Trust Account

Plan ahead and simplify the management and protection of your assets.

Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Related

Estate and Legacy Planning

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

Galleon Charitable Accounts

Charitable Economic Opportunities Account

Professionally managed account that invests in companies that make a difference, and makes a donation to your preferred charity.

Brokerage and Trading

Prime Account
For individuals with household assets less than $100,000

Related

Investment Products

Special Purpose Accounts

Hedge Funds ▸

For accredited investors

Impact Investing ▸

Ecologically Sustainable Accounts

Charitable Equity Opportunities Account ▸

We donate to your favorite charity using our funds. You keep your investment gains.

Galleon Flagship Services

Galleon is our premium account management services for investors with $100,000 or more in total household assets

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Account Minimums

Prime Accounts are designed for individuals and businesses with less than $100,000 US. clients gain access to research, robust trading platforms, mobile applications, and much more—minimum to open: $5,000

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Wealth Management benefits for individuals and businesses with between $100,00 and $1 million work with a dedicated team of experienced investment professionals, access to professional portfolio managers and money managers—$100,000 to $1,000,000

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For individuals with more than $1 million, our Private Wealth Management services include personal attention that helps simplify your wealth’s complexities, and maintain your legacy for you and your family—$1,000,000+

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What You Can Expect

Our own research shows that clients with a minimum of $100,000 tend to need professional management to help them get to the next level of wealth. That’s why we offer wealth management services to clients who have accumulated this level of wealth. While other investment firms won’t provide professional management of your assets with less than $1 million, our minimum is $100,000.

When your account is managed, a team of senior-level investment professionals do the work for you. Some of the primary things they focus on include risk analysis, growth opportunities, and preservation of capital. By following a flexible investment philosophy that is designed for your needs, our managed accounts can help you reach your investment goals.

All wealth management accounts are managed through Galleon Wealth Management, a wholly-owned subsidiary of Global Advisers, LLC. Wealth management clients automatically qualify for Galleon Flagship Services.