With a Prime Account, you can purchase stocks, bonds, mutual funds, ETF’s, or any other marketable security with the professional guidance of a Financial Adviser. Whether you’re getting married, having a baby, reaching retirement, or going through a major life event, we can help set you on the path towards your future goals. You also get online education courses and seminars, easy account management, and access to thousands of no-load mutual funds and ETFs.
Prime Account
× AccountsIndividuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO) Education & Custodial529 PlansCustodialEducation Savings Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing Professional AccountsAdvisersInstitutionalMoney Management |
How It Works
You select your own stocks, bonds, ETF’s, or mutual funds, and when you need a little extra help, you can get support from a financial adviser.* For a small fee, you can discuss your investment strategies with a Global Advisers consultant to get a second opinion. This way, you make all the decisions in the account, with the added bonus of professional insight.
What You Can Expect
The Prime Account is designed for people with assets totaling less than $100,000. It focuses on mutual funds, ETFs, and other growth oriented investments, however, you can invest in any marketable security that we offer, include fixed income, commodities, currencies, options, and futures. It provides investors with the option to build a portfolio of funds and other growth-oriented securities with the guidance of an Investment Manager.
Global Advisers Investment Services
800-832-8514Ext — 1402Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Accounts
Key Facts and Highlights