Money Management Accounts for

Professional Advisers

Money Management Accounts
for Professional Advisers

If you are a great relationship builder, love meeting with clients, thrive from the client-advisor relationship, and are very good at raising new assets, a Money Management relationship with Galleon helps you focus on what you do best.

Build a Modern Advisory Practice

Galleon Money Management provides your clients with personalized service, individualized portfolios, and ongoing management. Utilizing our zero commission, ultra-low-fee iCore Accounts, you give your clients access to over 120 sub-accounts that are professionally managed. Our expertise in portfolio management, combined with extensive technical and research resources allow us to make investment decisions that have a higher probability of success, while allowing you to maintain that all-important relationship with your client.

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.

Account Management

Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth individuals, families, businesses, foundations, and endowments. Your clients have full access to all of our services and technologies. High-net-worth clients qualify for our Galleon Flagship services, which include important features such as Estate and Trust, Financial Planning, and Philanthropic Management.
+ Overview

Build a Modern Advisory Practice

Galleon Money Management provides your clients with personalized service, individualized portfolios, and ongoing management. Utilizing our zero commission, ultra-low-fee iCore Accounts, you give your clients access to over 120 sub-accounts that are professionally managed. Our expertise in portfolio management, combined with extensive technical and research resources allow us to make investment decisions that have a higher probability of success, while allowing you to maintain that all-important relationship with your client.
+ 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.
+ Account Management

Account Management

Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth individuals, families, businesses, foundations, and endowments. Your clients have full access to all of our services and technologies. High-net-worth clients qualify for our Galleon Flagship services, which include important features such as Estate and Trust, Financial Planning, and Philanthropic Management.
+ iCore Accounts

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

Our fees ranges from .01% to .04%, and are deducted either quarterly or monthly from the fees your regularly charge your clients.

Accounts for Professional Advisers

Our culture supports financial professionals by helping them control their future. Our long-term success is defined by the value we deliver to you, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer more investment products than any other firm, a broad range of financial solutions and strategies, and the best technology to help you grow your business and achieve independence.

Accounts for Institutional Clients

We give institutional clients the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers.
Institutional services can be blended and added at any time to fit with your institutions changing needs.