Home
About Us
Galleon™
Planning
Solutions
Services
Accounts
Open or Transfer Account
Products
Locations
Client Service
Careers
LOGIN
Search
Generic selectors
Exact matches only
Exact matches only
Search in title
Search in title
Search content
Search content
Search in excerpt
Search Factor Accounts
Search Factor Accounts
Search Pages
Search Pages
More results...
About You
Individuals & Families
We help individuals and families, foundations, and endowments pursue their wealth management goals.
Businesses & Corporations
Our advisory and investment management services applies insights and risk management expertise to help business and corporate investors with their financial goals, now and in the future.
Institutions
We offer professional, ultra-low-fee services for plan sponsors, institutional investors, consultants, and participants with a client-central focus.
Advisers
Our One-Fee program offers the highest payout for qualified, established investment professionals.
Open or Transfer Account
About Us
Overview
We provide investment and financial solutions to our clients, which include individuals, families , institutions, corporations, governments, endowments, and people just like you.
Who We Are
What We Do
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.
Investment and Wealth Management
Wealth Management
Private Wealth Management
Asset Management
Money Management
We deliver professionally managed portfolios to our clients based on a multi-metric criteria, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability.
Valuation and Risk Analysis
When we talk about Valuation and Risk Analysis with our clients, we focus on the issues and forces that have the potential to affect the value of their investments.
Securities and Trading
We use the most advanced trading and research platforms to manage our clients assets. Your investment management team has access to unparalleled technology, technical and fundamental analysis, and global trading platforms. Your team uses these platforms to help them make critical decisions about your investments.
Sustainable Investing
Impact Investing
Green Accounts
Global Research
Our Global Research division provides original, fundamental insights and analysis for clients in the equity, fixed income, currency and commodities markets.
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.
Community Involvement
Global Advisers is committed to helping communities where we do business.
Open or Transfer Account
Galleon
Overview
Through our wholly-owned unit, Galleon Financial, we offer a broad-range of services and solutions, including wealth management, managed futures, financial planning, investing and trading, and business retirement plans.
Accounts
Galleon IRA
The Galleon IRA offers a unique combination of products, services, and fees designed to help you plan for retirement, appreciate tax-deferred growth, and make contributions to your favorite charity.
Galleon International Growth
The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world.
Financial Planning
Services
Galleon Flagship Platinum
Galleon Flagship Platinum is our premium account management services for clients with total assets over $1,000,000 US.
Galleon Flagship Gold
Galleon Flagship Gold is our premium account management services for clients with total assets between $100,000 and $1,000,000 US.
Premium Select Account Services
Galleon Premium Select is our account management services for Asset Management clients with total assets over $50,000 US who want professional management of a portfolio that includes fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s.
Galleon Flagship Solutions
Wealth Management
Galleon Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs.
Managed Futures
Galleon Managed Futures Accounts are operated on your behalf by professional Commodity Trading Advisers (CTA). The fund may take both long and short positions in futures contracts and options on futures contracts in the global commodity, interest rate, equity, and currency markets.
Open or Transfer Account
Planning
Overview
Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.
Learn More About
Asset Allocation
Models
Risk vs. Reward
Fees and Compensation
Retirement
Planning for your retirement goes beyond your future financial needs. Our approach takes the stress out of planning for retirement.
College and Education
A good college plan is a road map that can guide you through school to college. It begins by creating a plan that defines your educational needs.
Estate & Trust
Your legacy transcends money — it also encompasses your values. We help you design a plan that is consistent with your vision and your values.
Divorce
It’s safe to say that no one goes into a marriage expecting it to end. However, in the end, it all comes down to an equitable distribution of the marital assets.
Business
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.
Life Events
Whether you’re getting married, having a baby, or reaching a major milestone, or going through a major life event, you need to plan for it.
Schedule Appointment
Open or Transfer Account
Solutions
Overview
From the first conversation you have with one of our investment managers, we address risk, goals, and other concerns pertaining to your particular situation. We are clear on the fees we charge, where your money is invested, and how your investments are performing.
Galleon Flagship
Flagship Platinum
Flagship Gold
Flagship Select
Wealth Management
Galleon Managed Futures
Individuals and Families
Retirement
Our approach to Retirement takes the stress out of planning. Learn how our retirement strategies and solutions have helped others live life on their terms.
Savings
Superior savings rates for clients saving for life events or major purchases.
Income
If you are seeking income, investment strategies that worked over the last 15 or 20 years may not necessarily work today. We leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current and future income.
Growth
If you a growth investor, and prefer to weather the ups and downs of the financial markets over a long period of time, we have solutions and strategies to help you reach your goals.
Investing
Our approach to Investing focuses on the best technologies, research, and people.
Businesses and Corporations
Business Investing
Cash Flow Strategies
Retirement Plans
Valuation and Risk Analysis
Business Planning
Business
Develop multiple cash-flows for enhanced business growth.
Financial Professionals
Financial Advisers and Consultants
Institutions
Money Managers
Open or Transfer Account
Services
Overview
Global Advisers provides professional services to help our clients meet their financial goals and objectives. We are dedicated to serving the unique needs of our clients by delivering exceptional investment and account management services and custom alternative investment programs.
Galleon Flagship
Flagship Platinum
.
Flagship Gold
.
Flagship Select
.
Galleon Wealth Management
.
Galleon Managed Futures
.
Account and Investment
.
Individuals and Families
Businesses and Corporations
Retirement
Professional
Open or Transfer Account
Accounts
Overview
We offer accounts for individuals and businesses that wants to plan for growth, develop cash-flow, trade global markets, or invest for retirement.
Account Type vs Account Structure
Account Types
Account Structures
Managed Accounts
Prime Account
Fees and Compensation
Available Countries
Individuals and Families
Individual
Joint(JTWROS)
Joint(TIC)
Retirement
Traditional IRA
Traditional IRA Inherited
ROTH IRA
ROTH IRA Inherited
SEP IRA
SEP IRA Inherited
Rollover IRA
401k and 403b Rollovers
Trust and Estate
Galleon Flagship Trust
Galleon Flagship Estate
Education and Custodial
529 Plans
Custodial Accounts
Education Savings
Charitable and Philanthropic
Charitable Equity Opportunities (CEO)
Account Performance
Account Allocation
Special Purpose Accounts
Impact Investing
Account Performance
Account Allocation
Green Portfolios
Account Performance
Account Allocation
Hedge Funds
Our Capital Introduction Program advises Accredited Investors or Qualified Purchasers under SEC rules who are suitable for hedge fund investing.
Medical Accounts
Health Savings Account (HSA)
Businesses and Corporations
Corporation
Partnership
Limited Liability Company
Employee Retirement Plans
Employer Sponsored 401k Plans
Self Employed 401k Plans
General Business Investing
Professional Accounts
Adviser
Institutional
Money Management
Galleon Accounts
Galleon International Growth
Account Performance Galleon International Growth
Galleon IRA Account
Account Performance Galleon IRA
Account Allocation Galleon IRA
Open or Transfer Account
Login
Investment Management
Private Wealth Management
Wealth Management
Asset Management
Prime Account
Galleon Wealth Management
Login@GA (for employees)
Careers@GA
Client Login
Open Account
Careers
Locations
Products
Client Service
Appointment 📅
