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

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for …

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
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 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

Galleon IRA

The Galleon IRA helps you save and invest for retirement with the help of a dedicated financial adviser. You get access to our broad range of investment options, exceptional service, and investment guidance–with professional advice that is tailored to your specific financial and lifestyle goals and objectives.

Seeking Income

Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. We leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current income.