MANAGED ACCOUNTS
Risk Management
Even in this day and age, some firms tend to minimize the importance of risk analysis, and how it can potentially improve overall portfolio performance. 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. Doing so is one of the many benefits of a professionally managed account.
Active Management
You may have heard about some firms claiming that a passively managed portfolio is better than one that is actively managed. Usually, they refer to the process of investing your money in one or more index funds, and waiting to see how it performs. While we agree that indexing has its place in most portfolios, we strive to exceed the annual returns demonstrated by commonly known indexes. Through astute investment planning, and the execution of specific strategies, we aim to help you and your family achieve those goals.
Professional 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
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.
Philanthropic Strategies and Planning
We conduct regular investment reviews (usually quarterly) that summarize your previous quarter’s account activity, as well as your investment team’s perspective on the markets.
Family Legacy Planning
Financial markets don’t necessarily follow the calendar. That’s why we provide regular portfolio reviews. While this process is usually performed quarterly, during periods of higher-than-average volatility, Global Advisers will review your portfolio more frequently. In addition, each year, we’ll check in with you to conduct a comprehensive review of your investor profile to ensure your investment strategy remains consistent with your investor profile.
Managed Accounts
Galleon Flagship Services
Galleon is our premium account management services for investors with $100,000 or more in total household assets
Risk Management
Even in this day and age, some firms tend to minimize the importance of risk analysis, and how it can potentially improve overall portfolio performance. 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. Doing so is one of the many benefits of a professionally managed account.
Active Management
You may have heard about some firms claiming that a passively managed portfolio is better than one that is actively managed. Usually, they refer to the process of investing your money in one or more index funds, and waiting to see how it performs. While we agree that indexing has its place in most portfolios, we strive to exceed the annual returns demonstrated by commonly known indexes. Through astute investment planning, and the execution of specific strategies, we aim to help you and your family achieve those goals.
Professional 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
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.
Philanthropic Strategies and Planning
We conduct regular investment reviews (usually quarterly) that summarize your previous quarter’s account activity, as well as your investment team’s perspective on the markets.
Family Legacy Planning
Financial markets don’t necessarily follow the calendar. That’s why we provide regular portfolio reviews. While this process is usually performed quarterly, during periods of higher-than-average volatility, Global Advisers will review your portfolio more frequently. In addition, each year, we’ll check in with you to conduct a comprehensive review of your investor profile to ensure your investment strategy remains consistent with your investor profile.
Managed Accounts
Galleon Flagship Services
Galleon is our premium account management services for investors with $100,000 or more in total household assets