Select Services

Investment Management for families, individuals, and businesses

Our Select Services are dedicated to Prime Account clients with less-than $50,000 US in assets who are building wealth and want professional management of a portfolio that includes fixed income, money markets, publicly traded equity, mutual funds, and ETF’s.

We work closely with individuals, families, foundations, and endowments who plan to make regular contributions to their account in order to achieve the next level of wealth. We help them by developing investment strategies that can help them reach their financial goals and objectives. We complement these services with dedicated client service, robust execution capabilities, and innovative technologies.

Select services include:

• Investment Analytics & Solutions

• Portfolio Construction

• Personalized Trust & Financial Planning

• Insurance Solutions

• Cash Management

You’ll have resources available to you, including Global Advisers’ professionals who can help you meet your investment goals and objectives.

These include specialists in areas such as estate planning, trust services, financial planning and advice.

Exclusive benefits

Your Financial Adviser provides you with an exceptional level of service, and the insights and resources needed to help you achieve your goals.

You’ll have access to these important benefits:

Financial advice from an experienced financial adviser. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.

Our Select Solutions are designed for U.S. and international individuals , families, and organizations. Each account is managed professionally by Global Advisers. We work together with each client individually to develop a portfolio that is consistent with their financial goals, long-term objectives, and tolerance for risk. When you partner with Global Advisers, your questions help us understand your financial goals, and our answers help you to achieve your long term objectives.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.


Ext — 1402

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

Prime Account

Purchase stocks, bonds, mutual funds, ETF’s, or any other marketable security with professional guidance…

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.