Prime Account

ACCOUNT STRUCTURES
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.

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

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1402


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

Accounts

Key Facts and Highlights

Galleon Prime Account

ZERO

Expense ratios. No commissions on ETF and stock transactions.

LIMITED

Free access to financial adviser and team for periodic advice.

$7.9bn

Custodian excess equity capital. Strong financial security.

MOBILE

Online trading and research. Mobile check deposit.

Research

Our global research begins with the broadest measure of the overall economy, and then narrows down to individual industries and sectors.

Global Research

Research is at the core of our advice. Covering areas such as economics, portfolio strategy, derivatives and equity and debt securities in more than 50 economies and regions worldwide, our research reports help investors understand better the issues and trends that affect companies, industries, sectors, and markets.

Products

Global Advisers is a leading provider of equity & debt investment strategies with expertise that spans across the equity, debt, derivatives, leveraged…

Investment Products

Your investment manager’s goal is to help you meet your financial goals and objectives. When your account is managed by Global Advisers, your investment team has access to more products than any other investment company. In order to implement the strategy that your investment team has developed, they may apply stocks, bonds and fixed income, mutual funds, ETFs, options, and other types of investments products to your account(s). Some products may not be available depending on which account type and structure you have selected.