Business Accounts

We work with business clients to achieve investment goals and bring an innovative approach to traditional investment management strategies.

We work with business clients to achieve investment goals and bring an innovative approach to traditional investment management strategies.

What are your business goals?

A business brokerage account for corporations, partnerships, limited liability corporations and unincorporated legal structures. We offer professionally managed accounts for businesses seeking:

  • long-term investment growth
  • tax-advantaged investments and strategies
  • short-term savings for major purchases
  • broad exposure to investment products and global markets
  • highly-competitive managed account fees
  • alternative solutions for year-end excess capital
  • improved cash flow for regular purchases
  • additional collateral for bank loans
  • much more

General Business Investing

Businesses that want a full brokerage account for investing plan assets for their non-Galleon prototype retirement plan but do not require other plan services. Galleon provides no plan documents, tax reporting or administrative services.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. View list of available countries.

Employee Retirement Plans

Whether you are self-employed or the owner of a small business, there is a wide range of retirement plans designed to meet your specific needs. All of these retirement plans can help you save money for retirement while potentially providing tax advantages. Employee retirement plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. A Simplified Employee Pension Plan (SEP) is a relatively uncomplicated retirement savings vehicle. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Next Steps

If you know which business account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

What are your business goals?

A business brokerage account for corporations, partnerships, limited liability corporations and unincorporated legal structures. We offer professionally managed accounts for businesses seeking:

  • long-term investment growth
  • tax-advantaged investments and strategies
  • short-term savings for major purchases
  • broad exposure to investment products and global markets
  • highly-competitive managed account fees
  • alternative solutions for year-end excess capital
  • improved cash flow for regular purchases
  • additional collateral for bank loans
  • much more

General Business Investing

Businesses that want a full brokerage account for investing plan assets for their non-Galleon prototype retirement plan but do not require other plan services. Galleon provides no plan documents, tax reporting or administrative services.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. View list of available countries.

Employee Retirement Plans

Whether you are self-employed or the owner of a small business, there is a wide range of retirement plans designed to meet your specific needs. All of our retirement plans can help you save money for retirement while potentially providing tax advantages. Employee retirement plans available:

401(k) plans

Self-employed 401(k)

SEP IRA

Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Next Steps

If you know which business account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.
Overview

What are your business goals?

A business brokerage account for corporations, partnerships, limited liability corporations and unincorporated legal structures. We offer professionally managed accounts for businesses seeking:

  • long-term investment growth
  • tax-advantaged investments and strategies
  • short-term savings for major purchases
  • broad exposure to investment products and global markets
  • highly-competitive managed account fees
  • alternative solutions for year-end excess capital
  • improved cash flow for regular purchases
  • additional collateral for bank loans
  • much more

General Investing

General Business Investing

Businesses that want a full brokerage account for investing plan assets for their non-Galleon prototype retirement plan but do not require other plan services. Galleon provides no plan documents, tax reporting or administrative services.

Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries or regions that are on the sanction list of the US Office of Foreign Asset Controls or similar lists, or other countries determined to be higher risk. View list of available countries.

Employee Retirement Plans

Employee Retirement Plans

Whether you are self-employed or the owner of a small business, there is a wide range of retirement plans designed to meet your specific needs. All of our retirement plans can help you save money for retirement while potentially providing tax advantages. Employee retirement plans available:

401(k) plans

Self-employed 401(k)

SEP IRA

Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Next Steps

Next Steps

If you know which business account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your investment goals and objectives.

Business Solutions

When your business was first started, it was a long process. It took a lot of work. Now comes the next phase—achieving a sustainable level of growth. While we cannot know your products and services nearly as well as you, we offer our own special services to help you achieve long-term growth, increase the amount of cash that your business generates each month, and operates more efficiently.

Limited Liability Co.

Business Accounts

Partnership

Business Accounts

Corporations

Business Accounts

Business Planning

Often the dreams of many, owning a business can be rewarding. However, managing your own business takes much more than hard work. You need a plan that addresses the needs of your business throughout every stage. As a business owner, you undoubtedly have specific financial priorities. Protecting your business interests means being prepared for the unexpected. To synchronize your personal and professional goals, we suggest you begin by drafting a one-page business succession plan.

NAVI GA TE

A weekly email from Global Advisers about economic and political trends shaping markets, industries, and the global economy.