The Galleon IRA

As Individual As You

The Galleon IRA

As Individual As You

Your Lifestyle, Our Advice

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.

3-Year Annualized Time-Weighted Return.

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How To Choose

The most difficult part about saving for your future is selecting the correct investments now

How To Choose

The most difficult part about saving for your future is selecting the correct investments now

Our Services

Our professional advice and decades of experience in the financial markets provides a solid platform that we use to select the investments that make the most sense for you. We begin with an overall strategy, and we take plenty of time getting to learn more about you and your future goals and objectives.

What makes the Galleon IRA unique is that we take a serious look at your lifestyle goals, not only your financial goals. We know that your finances will be used to support your lifestyle one day, when you retire. We also know that things change as the years pass, which is why we keep the line of communication between you and us open, and we regularly talk to you about your new goals, endeavors, and dreams. This helps us choose which types of investments are right for you.

Account Features

Asset Allocation
Automatic Rebalancing
Professionally Managed
Product Management
Low Fees

Account Selection

You Select the Account, We Manage It For You

Account Selection

You Select the Account, We Manage it for You

Determining the Account Type

With so many different types of accounts, it is often confusing to know which one is right for you. Select an account type below to learn more—or, just give us a call and we’ll figure it out together.

It doesn’t cost you anything to talk to us. Not one, single penny.

What Will You Leave Behind?

What will your story say about you?

What Will You Leave Behind?

What will your story say about you?

Your Story is Your Legacy

Saving and investing for a secure retirement is only part of the picture. After you are gone, what will happen to your assets? Will there be anything leftover for your heirs to inherit?

The story that others will tell about you long after you are gone is the greatest legacy that you will leave to your family, to your friends, and to the world. It’s the longest-lasting legacy you will leave to your heirs. Whether you plan to leave your assets to your children, your spouse, or a charity, the better you manage it now, the more you will have to give them in the future. What will your story say about you?

Global Advisers Retirement Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1380


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

Your Story is Your Legacy

Saving and investing for a secure retirement is only part of the picture. After you are gone, what will happen to your assets? Will there be anything leftover for your heirs to inherit?

The story that others will tell about you long after you are gone is the greatest legacy that you will leave to your family, to your friends, and to the world. It’s the longest-lasting legacy you will leave to your heirs. Whether you plan to leave your assets to your children, your spouse, or a charity, the better you manage it now, the more you will have to give them in the future. What will your story say about you?

Global Advisers Retirement Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1380


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

1. See Brison, Gary P., Hood, Rudolph L., and Beebower, Gilbert L. (1986). “Determinants of Portfolio Performance,” Financial Analysts Journal vol. 42 (4), July/August pages 39-44 (reprint, 1995, Financial Analysts Journal 51 (1), pages 133-138, 50th Anniversary Issue). Gary P. Brinson, Brian D. Singer, and Gilbert L. Beebower, 1991, “Determinants of Portfolio Performance II: An Update,” Financial Analysts Journal 47 (3), pages 40-48; Roger G. Ibbotson and Paul D. Kaplan, 2000, “Does Asset Allocation Policy Explain 40, 90, or 100 Percent of Performance?”, Financial Analysts Journal 56 (1), pages 26-33.

2. The model portfolio’s asset class weightings may deviate from the sample allocation shown.

‡ Assumes equal dollar amounts of all securities held within the account between 01/01/2015 and 01/01/2018. Past performance does not indicate future performance or results.

3-Year Annualized Time-Weighted Return.

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