Galleon Accounts
We see what others see, but think what others don't

Overview

Our Galleon team creates innovative investment products and services that represent the needs of investors, families, and businesses. Galleon Accounts are created with a unique blend of characteristics and factors that provide solutions for investors seeking:

  • investments that support the environment
  • opportunities to make charitable donations to 501(c)(3) IRS-qualified charities
  • tax-advantaged accounts for long-term growth

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Charitable Equity Opportunities Account

Make a donation to your favorite charity—using our money, not yours

Galleon IRA Account Overview and Performance

Galleon IRA Galleon Accounts: Retirement FACTS AND DATASHEET The Galleon IRA invests broadly in a variety of marketable securities. Each portfolio is intentionally designed based on your individual goals, objectives, and suitability. The portfolio manager may include domestic and international securities, including stocks, bonds, mutual funds, ETF's, and other types of investment instruments. Common benchmarks: [...]

Galleon International Growth Account Overview and Performance

Account Performance Galleon International Growth FACTS AND DATASHEET The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. [...]

Galleon International

Diversified Investing

The Galleon IRA

As Individual As You

Impact Investing

Impact investors include retail clients, high net worth individuals, family offices, universities, foundations, and non-profit organizations. Our goal is to guide our clients by showing them investing opportunities that meet their goals of investing in socially responsible businesses.

Green Portfolios

For individuals, families, and businesses that want to invest in marketable securities that make a positive impact on the environment and the communities in which they operate, we offer a managed solution ...

Sustainable Investing

Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to ...

Galleon Accounts

Galleon Accounts
& Services

We see what others see, but think what others don't

Overview

Our Galleon team creates innovative investment products and services that represent the needs of investors, families, and businesses. Galleon Accounts provide an ultra-low-fee structure to invest in specific factors, industries, and sectors, while Galleon Flagship Services provide benefits for investors seeking better account management.
An individual account is a brokerage account with only one owner. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View account details >

Account NameFactsheetInvestment StyleAverage Risk*3-year Return**Goal Fees
Charitable Equity Opportunities
Large Blend315.51Charitable
Galleon International Growth
International EquityGrowth
Impact Investing
International EquitySustainable
Global Green Account
International EquitySustainable
Galleon IRA
AllocationRetirement
A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View account details >

+ Accounts
An individual account is a brokerage account with only one owner. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View account details >

Account NameFactsheetInvestment StyleAverage Risk*3-year Return**Goal Fees
Charitable Equity Opportunities
Large Blend315.51Charitable
Galleon International Growth
International EquityGrowth
Impact Investing
International EquitySustainable
Global Green Account
International EquitySustainable
Galleon IRA
AllocationRetirement
+ Services
A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View account details >

Overview

Our Galleon team creates innovative investment products and services that represent the needs of investors, families, and businesses. Galleon Accounts provide an ultra-low-fee structure to invest in specific factors, industries, and sectors, while Galleon Flagship Services provide benefits for investors seeking better account management.

Individual

An individual account is a brokerage account with only one owner. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View account details >

Joint Account (JTWROS)

A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View account details >

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1402


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Explorer Large Cap Growth

Large Cap Growth Explorer Accounts: U.S. Equity FACTS AND DATASHEET 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 [...]