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.

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

Our Business Principles

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.

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

Our Business Principles

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.