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.

To learn more, please call us at 1-800-832-8514, or email us at mywealth@globaladvisers.com

Management for you & your family

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 a high-net-worth investor deserves.

Rest assured that as your assets with us increase—from $100,000 to $50 million and beyond—your team will also expand, providing you with the additional support you need. Throughout our relationship, we continue to provide Wealth and Estate Planning, Tax Strategies, Trust Services, Philanthropic Planning, and Family Legacy Planning, along with regular performance reviews.

What You Can Expect

When you compare our managed accounts to other firms, one of the first things you will notice is our minimum requirement. While many other investment firms won’t provide professional management of your assets with less than $1 million, our minimum is $100,000. Our own research shows that clients with a minimum of $100,000 tend to need professional management to help them get to the next level of wealth.

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, Global Advisers managed accounts can help you reach your investment goals.

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.

We focus on political, macroeconomic, industry, and sector research by utilizing a top-down approach that helps us pinpoint investment opportunities in stocks, bonds and fixed income, ETF’s (and leveraged ETF’s), mutual funds, commodities, and currencies.

We also publish client-only research the focuses on helping our clients understand the important aspects of the financial markets and the economy. Research is available to all wealth management and asset management clients.

*Chart is for illustrative purposes only. Not intended as a recommendation to buy or sell any security

Wealth and Estate Planning

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.

Regular Portfolio Reviews

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.

Trust Services

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.

Philanthropic 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.

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