Managed Accounts

We work with clients to achieve investment goals and bring an innovative approach to traditional investment management strategies.

Overview

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life.

What you can expect

When your account is managed, a team of senior-level investment professionals do the work for you. Some of the primary things they focus on include risk analysis, growth opportunities, and preservation of capital. By following a flexible investment philosophy that is designed for your needs, our managed accounts can help you reach your investment goals.

Risk Management

We apply specific risk management techniques to your portfolio in order to maintain a level of risk that is consistent with your goals and objectives.

Active Management

Through astute investment planning, and the execution of specific strategies, we aim to help clients achieve their goals by managing their accounts actively. This means significantly more time is spent on each account.

Global Research

We provide robust research capabilities to our employees. This helps them identity global investment opportunities that they can employ for you. Your investment management team utilizes strategic methods to manage your money, and help you reach your financial goals and objectives.

Estate & Trust Services

Estate and Trust Services

Managed accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.

Tax Strategies

Managed accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.

Managed Philanthropy

What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact in the world.

Family Legacy Planning

We work with clients to maximize the value of their family capital through the transfer and preservation of the family’s shared values, and the creation of an enduring family legacy. The challenge of passing financial wealth on to descendants is often more complicated and daunting than planning for gift or estate tax. However, there is a solution.

Overview
Risk Management
Active Management
Global Research
Estate and Trust Services
Tax Strategies
Managed Philanthropy
Family Legacy Planning

Managed Accounts

What you can expect

Risk Management

We apply specific risk management techniques to your portfolio in order to maintain a level of risk that is consistent with your goals and objectives.

Active Management

Global Research

Estate and Trust Services

Managed accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.

Tax Strategies

Managed accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.

Managed Philanthropy

Family Legacy Planning

Overview: Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life.

What you can expect

When your account is managed, a team of senior-level investment professionals do the work for you. Some of the primary things they focus on include risk analysis, growth opportunities, and preservation of capital. By following a flexible investment philosophy that is designed for your needs, our managed accounts can help you reach your investment goals.
Risk Management: Risk Management

We apply specific risk management techniques to your portfolio in order to maintain a level of risk that is consistent with your goals and objectives.
Active Management: Active Management

Through astute investment planning, and the execution of specific strategies, we aim to help clients achieve their goals by managing their accounts actively. This means significantly more time is spent on each account.
Global Research: Global Research

We provide robust research capabilities to our employees. This helps them identity global investment opportunities that they can employ for you. Your investment management team utilizes strategic methods to manage your money, and help you reach your financial goals and objectives.
Estate and Trust Services: Estate and Trust Services

Managed accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.
Tax Strategies: Tax Strategies

Managed accounts include year-end tax statements that report all account transactions, as well as estimated tax basis information (if available) to help you prepare for your tax return.
Managed Philanthropy: Managed Philanthropy

What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact in the world.
Family Legacy Planning: Family Legacy Planning

We work with clients to maximize the value of their family capital through the transfer and preservation of the family’s shared values, and the creation of an enduring family legacy. The challenge of passing financial wealth on to descendants is often more complicated and daunting than planning for gift or estate tax. However, there is a solution.

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and …

Wealth Management

We serve a select number of individuals, families, and organizations who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a liquidity event.

Asset Management

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …

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Private Wealth Management

Our Private Wealth Management Solutions are designed for U.S. and international individuals , families, and organizations who have built wealth in this generation…

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Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and …

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Money Management Services

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner.

Money Management

Your wealth isn’t just about money—it’s about your family’s future and your legacy. There’s a lot depending on the protection of your wealth, and we’re here to help. At Global Advisers, you’ll have an investment management team to support you and provide you with the personal attention you deserve.

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