Money Management Accounts for

Professional Advisers

Money Management Accounts
for Professional Advisers

Build a Modern Advisory Practice

You are a great relationship builder. You love meeting with clients, providing solutions to their investment and financial needs, and thrive from the client-advisor relationship. You are very good at raising new assets, and keeping your clients up-to-date with current global financial news. You know that it takes a lot of time to do all of these things well.  You prefer to have your client’s assets managed professionally by a partner-firm who specializes in portfolio and money management, allowing you to do what you do best.

We deliver professionally managed portfolios for your clients based on a multi-metric criteria, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability. This fulfills your needs as a professional advisor, allowing you to focus on what you do best.

Financing

We combine deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process and allow you to focus on executing your strategies.

Depth of Availability

Our depth of availability helps with locating hard to borrow securities while protecting against buy-ins and recalls. Shares available for shorting can be viewed in real-time on Galleon Wealth Management Platform by adding the shortable shares and fee rate columns to your display.

Transparent, Competitive Loan and Borrow Rates

We use automated price discovery to bring transparency, reliability and efficiency to the stock loan and borrow markets. A combination of sources is used to develop our indicative rates, which are displayed along with security availability in our automated securities financing tools.

Stock Yield Enhancement Program

  • Increase investment returns by lending fully paid and/or excess margin stock.
  • Optimize lending of your hard to borrow assets by earning a market-based loan rate.
  • Trade your loaned stock with no restrictions. You can sell your shares at any time.

Technology

Our access to trading technology provides competitive pricing, speed, size, diversity of global products and advanced trading tools to your clients that have been an ongoing development for more than four decades. Our custodian literally invented electronic online trading in the 1970s, and since then it has continually out-performed and out-ranked all other competitors.

Sophisticated Risk Management

Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.

Order Types and Algos

The Galleon Wealth Management Platform supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help us execute a wide variety of trading strategies on your client’s behalf.

Advanced Trading Tools

The Galleon Wealth Management Platform provides our money managers with advanced trading tools to help discover and implement optimal trading strategies for your clients.

Reporting

Your clients statements and reports are easy to view and customize, and cover all aspects of their investment account(s).

Statements

Your clients statements and reports are easy to view and customize, and cover all aspects of their investment account(s).

Flex Queries

Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.

Downloadable Statements

Your clients statements and reports are easy to view and customize, and cover all aspects of their investment account(s).

Daily Margin Reports

Daily margin reports detail requirements by underlying.

Transaction Cost Analysis

Your money manager can track the quality of your client’s orders’ transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.

Tax Optimizer

Tax Optimizer lets your money manager change your clients tax lot-matching method to optimize their gains and losses.

Global Reach

Our global reach allows us to invest globally in stocks, options, futures, forex, bonds and funds from a single integrated account for the benefit of your clients.

International Access

We access 125 markets in 31 countries in 22 currencies. Through your money manager, both you and your clients can access market data 24 hours a day and six days a week to stay connected to all global markets. You can open an account in 219 different countries, and fund it in multiple currencies.
+ Overview

Build a Modern Advisory Practice

You are a great relationship builder. You love meeting with clients, providing solutions to their investment and financial needs, and thrive from the client-advisor relationship. You are very good at raising new assets, and keeping your clients up-to-date with current global financial news. You know that it takes a lot of time to do all of these things well.  You prefer to have your client’s assets managed professionally by a partner-firm who specializes in portfolio and money management, allowing you to do what you do best.

We deliver professionally managed portfolios for your clients based on a multi-metric criteria, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability. This fulfills your needs as a professional advisor, allowing you to focus on what you do best.

+ Financing

Financing

We combine deep stock availability, transparent stock loan rates, global reach, dedicated support and automated tools to simplify the financing process and allow you to focus on executing your strategies.

Depth of Availability

Our depth of availability helps with locating hard to borrow securities while protecting against buy-ins and recalls. Shares available for shorting can be viewed in real-time on Galleon Wealth Management Platform by adding the shortable shares and fee rate columns to your display.

Transparent, Competitive Loan and Borrow Rates

We use automated price discovery to bring transparency, reliability and efficiency to the stock loan and borrow markets. A combination of sources is used to develop our indicative rates, which are displayed along with security availability in our automated securities financing tools.

Stock Yield Enhancement Program

  • Increase investment returns by lending fully paid and/or excess margin stock.
  • Optimize lending of your hard to borrow assets by earning a market-based loan rate.
  • Trade your loaned stock with no restrictions. You can sell your shares at any time.

+ Technology

Technology

Our access to trading technology provides competitive pricing, speed, size, diversity of global products and advanced trading tools to your clients that have been an ongoing development for more than four decades. Our custodian literally invented electronic online trading in the 1970s, and since then it has continually out-performed and out-ranked all other competitors.

Sophisticated Risk Management

Real-time market-risk management and real-time monitoring provide a comprehensive measure of risk exposure across multiple asset classes around the globe and real-time data that gives you the edge you need to react quickly to the markets.

Order Types and Algos

The Galleon Wealth Management Platform supports over 60 order types, from the most basic limit order to advanced trading to the most complex algorithmic trading, to help us execute a wide variety of trading strategies on your client’s behalf.

Advanced Trading Tools

The Galleon Wealth Management Platform provides our money managers with advanced trading tools to help discover and implement optimal trading strategies for your clients.
+ Reporting

Reporting

Your clients statements and reports are easy to view and customize, and cover all aspects of their investment account(s).

Statements

Your clients statements and reports are easy to view and customize, and cover all aspects of their investment account(s).

Flex Queries

Create statement templates called Flex Queries, which let you customize your activity data at the most granular level and download in XML or text format.

Downloadable Statements

Your clients statements and reports are easy to view and customize, and cover all aspects of their investment account(s).

Daily Margin Reports

Daily margin reports detail requirements by underlying.

Transaction Cost Analysis

Your money manager can track the quality of your client’s orders’ transaction prices versus market conditions either at the time the orders were submitted or after the trade executes.

Tax Optimizer

Tax Optimizer lets your money manager change your clients tax lot-matching method to optimize their gains and losses.
+ Global Reach

Global Reach

Our global reach allows us to invest globally in stocks, options, futures, forex, bonds and funds from a single integrated account for the benefit of your clients.

International Access

We access 125 markets in 31 countries in 22 currencies. Through your money manager, both you and your clients can access market data 24 hours a day and six days a week to stay connected to all global markets. You can open an account in 219 different countries, and fund it in multiple currencies.

Global Advisers Money Management Services

800-832-8514


Ext — 1288


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

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...

Trading Platforms

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

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…

Securities and Trading

Global Advisers’ Securities & Trading services use the most modern trading and research platforms available. We employ the most advanced trading and …

Research Platforms

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

Products

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

Private Wealth Management

As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and ...

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…

Galleon Flagship Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who …

Financial Planning

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Factor Portfolios

Factor investing involves targeting specific drivers of return across asset classes focusing on both macroeconomics and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

Asset Management

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …