Prime Accounts

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.‡

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.‡

Prime Accounts

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 investors with assets totaling less than $100,000 US. 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.

Trading Platforms

Optimize your trading speed and efficiency with the InvestAlytics Trading Platform. Available in mobile and desktop.

Research Platforms

Prime accounts can access real-time streaming news, advanced charting, quotes, fundamental and technical analysis, and Global Advisers research.

Investment Products

A Prime Account gives you full access to a broad array of investment products including stocks, bonds and fixed income, mutual funds, ETFs, options, fultures, cryptocurrency, FOREX, hedge funds, alternative investments, and private equity.

Fees

Depending on the types of relationships you establish and the ways you choose to do business with us, Global Advisers may be compensated for the services we provide through asset based fees, and other fees and charges. We are not compensated for commissions or markups.

Prime Accounts

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 investors with assets totaling less than $100,000 US. 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.

Trading Platforms

Optimize your trading speed and efficiency with the InvestAlytics Trading Platform. Available in mobile and desktop.

Research Platforms

Prime accounts can access real-time streaming news, advanced charting, quotes, fundamental and technical analysis, and Global Advisers research.

Investment Products

A Prime Account gives you full access to a broad array of investment products including stocks, bonds and fixed income, mutual funds, ETFs, options, fultures, cryptocurrency, FOREX, hedge funds, alternative investments, and private equity.

Fees

Depending on the types of relationships you establish and the ways you choose to do business with us, Global Advisers may be compensated for the services we provide through asset based fees, and other fees and charges. We are not compensated for commissions or markups.
Overview

Prime Accounts

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

What You Can Expect

The Prime Account is designed for investors with assets totaling less than $100,000 US. 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.
Trading Platforms

Trading Platforms

Optimize your trading speed and efficiency with the InvestAlytics Trading Platform. Available in mobile and desktop.
Research Platforms

Research Platforms

Prime accounts can access real-time streaming news, advanced charting, quotes, fundamental and technical analysis, and Global Advisers research.
Investment Products

Investment Products

A Prime Account gives you full access to a broad array of investment products including stocks, bonds and fixed income, mutual funds, ETFs, options, fultures, cryptocurrency, FOREX, hedge funds, alternative investments, and private equity.
Fees‡

Fees

Depending on the types of relationships you establish and the ways you choose to do business with us, Global Advisers may be compensated for the services we provide through asset based fees, and other fees and charges. We are not compensated for commissions or markups.

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.

Research Platforms

We offer several different professional-grade research platforms designed to help you make better decisions about your investment choices and…

Trading Platforms

Optimize your trading speed and efficiency with the Galleon Investment Management Trading Platform. Available in mobile, desktop, and …

Securities Financing

Securities Financing Services are backed by our dedication to providing full-service wealth and investment management solutions to our customers. If you have…

Investment Products

A Prime Account gives you full access to a broad array of investment products including stocks, bonds and fixed income, mutual funds, ETFs, options, fultures, cryptocurrency, FOREX, hedge funds, alternative investments, and private equity.