Accounts

We offer accounts for individuals and businesses that want to invest for growth, develop cash-flow, trade global markets, or plan for retirement.

Trust and Estate

Galleon Flagship Trust Account

Plan ahead and simplify the management and protection of your assets.

Galleon Flagship Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Related

Estate and Legacy Planning

Designing a legacy that is consistent with your vision and values is a personal and complex process.

Galleon Charitable Accounts

Charitable Economic Opportunities Account

Professionally managed account that invests in companies that make a difference, and makes a donation to your preferred charity.

Charitable and Philanthropic

Galleon Charitable Accounts

Charitable Economic Opportunities Account

Professionally managed account that invests in companies that make a difference, and makes a donation to your preferred charity.

Galleon Flagship Services

Galleon is our premium account management services for investors with $100,000 or more in total household assets

Visit Galleon

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

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

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