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Individuals & Families
Individuals & Families
We help individuals and families pursue their investment and financial goals for retirement, college, investment growth, and other major life-events.
Accounts
Accounts
Whether you’re an individual seeking professional advice and guidance on your investments, a married couple just starting out, or a high-net-worth individual or family that requires financial and managerial expertise in managing your money, we are here to provide this type of help and much more.
Planning
Planning
Our financial planning services help investors prepare for the future by evaluating both current and past attitudes and preferences towards investing, spending, debt, and other important factors that affect your overall financial health.
Services
Services
Our services for individuals and families include investment advisory, investment management, asset-class allocation, administrative, and other related services, such as discretionary investment account management, asset-class allocation implementation and reinvestment, services related to the delivery of investment platforms, and services relating to managed account solutions.
Solutions
Solutions
As we learn more about you, we match specific investment products to your lifestyle, risk tolerance, and objectives in order to provide the best solution to help you achieve your long-term goals. When we develop an investment strategy for you and your family, it includes a comprehensive analysis of your risk tolerance, where we are in the current economic and political cycle, and what you are trying to achieve with your money.
Businesses & Corporations
Businesses & Corporations
We combine advisory services with applied research to help businesses develop cash flow, invest for future growth, and provide employee benefits.
Accounts
Accounts
Empower your business with the Galleon Business Account, a flexible managed account offering comprehensive investing and cash management features to help you manage your operation’s finances. This account is intended for legally established businesses.
Planning
Planning
If you’re an established business and need help with smart tax investing strategies, retirement plans and other employee benefits, business succession, and business protection, Galleon Financial Planning for Business provides ongoing services.
Services
Services
For businesses seeking basic to advanced account services such as investment management, low-cost investing, product diversification, and personalized attention, the Galleon Business Account provides professional account management services.
Solutions
Solutions
Each business requires specific solutions to help it navigate through the complexities of financial markets, currencies, borrowing and lending, and investment product selection. The Galleon Business Account provides business solutions designed for your individual needs.
Institutions
Institutions
Professional, ultra-low-fee services for plan sponsors, institutional investors, pensions, endowments, consultants, and participants with a client-central focus.
Accounts
Accounts
Galleon Institutional brokerage accounts are reserved for registered investment companies, insurance companies, pension funds, endowments, and other similar types of organizations.
Services
Services
Our services for institutional clients are focused primarily on trading. We provide exceptional execution and ultra-low-fees for organizations with specific trading needs.
Solutions
Solutions
Our institutional clients each have important issues that require specific solutions. From better trade executions to administration and plan administration, Galleon Institutional provides unique answers to solving those problems.
Advisers
Advisers
Our One-Fee program offers the highest payout, unparalleled technology, and the broadest array of investment products for qualified, established investment professionals.
Accounts
Accounts
We offer a broad range of choices for financial professionals regarding solutions for advice, growth, technology and independence. Independent advisers can choose our One-Fee program or our Traditional account.
Services
Services
Our services for advisers include investment advisory, investment management, asset-class allocation, administrative, and other related services, such as discretionary investment account management, asset-class allocation implementation and reinvestment, services related to the delivery of an investment platform, and services relating to managed account solutions.
Solutions
Solutions
Our team of highly qualified specialists supports you in creating optimal solutions for your clients in the areas of estate planning, insurance, investments, financial planning and retirement plan acquisition.
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About Us
Who We are
Who We Are
We are professional money managers, financial advisers, investment and wealth managers, and financial planners. We plan for our clients’ financial success through due diligence, strong decision-making skills, and an unwavering commitment to their goals.
Our Firm
Our Firm
Global Advisers, LLC is a leading global investment management, advisory, and financial planning firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1995, the firm is headquartered in Philadelphia and New York and maintains offices in all major financial centers around the world.
Our People
Our People
Our people come from a variety of academic and professional backgrounds including finance, engineering, science, technology and the humanities. They contribute to a highly collaborative and intellectually stimulating environment that is entirely focused on client service, market performance, and global research.
Locations
Locations
Our presence is found worldwide in all seven continents and 218 countries. We conduct business in any country where the US has diplomatic relations.
History
Our History
Founded in 1995 under a difference brand, Global Advisers, LLC was formed in 2014. Our goal has always been to provide outstanding professional investment and financial services to investors, pensions, endowments, and businesses.
What We Do
What We Do
We manage money for people who are either too busy to do it themselves, or perhaps need some help doing it. Our clients are individuals, families, pensions, institutions, corporations, governments, and endowments.
Investment and Wealth Management
Wealth Management
Private Wealth Management
Asset Management
Money Management
Investment & Wealth Management
We deliver professionally managed portfolios to our clients based on a multi-metric criterion, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability.
Financial Planning
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.
Sustainable Investing
Sustainable Investing
Our expertise in sustainability and socially responsible investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.
Impact Investing
Green Accounts
Global Research
Global Research
Our Global Research division provides original, fundamental insights and analysis for clients in the equity, fixed income, currency and commodities markets.
Securities and Trading
Securities & Trading
We use the most advanced trading and research platforms to manage our client’s 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.
Valuation and Risk Analysis
Valuation & Risk Analysis
When we talk about valuation and the risks involved with investing, we focus on the issues and forces that have the potential to affect the value of your investments.
Business Principles
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.
Fees and Compensation
Fees & Compensation
We believe it is important for you to understand the costs associated with obtaining investments and services from us. As our client, you benefit from the wide array of services and resources of a global industry leader. Through your Investment Manager, you have access to our firm’s powerful capabilities: world-class equity research, asset management expertise, financial planning and credit management tools, and our financial professionals, including retirement planning, estate and trust service specialists.
Community Involvement
Community Involvement
Global Advisers is committed to helping communities where we do business. The Global Volunteer Program is designed to engage and empower employees to positively impact their communities by supporting the causes they care about most. The program offers our employees the opportunity to take a voluntary leadership role as a “Volunteer Champion” or “Volunteer Guide.” Employees can request a matching gift for time volunteered at qualified organizations through the Community Giving portal.
Careers
Careers
Explore careers at Global Advisers and learn more about our divisions, our people, and our culture.
Wellness, Benefits, and Compensation
Wellness, Benefits, & Compensation
We support our people both personally and professionally through a highly competitive compensation program that helps them manage their overall health and financial well-being.
Experienced Professionals
Experienced Professionals
Our people in the Division of Investment Management secure, develop, and manage relationships with individuals, families, and businesses. Experienced professionals from all backgrounds are encouraged to apply. Those already working as an Adviser, Investment Manager, or Wealth Manager can quickly transition to their new role at Global Advisers.
Students and Graduates
Students & Graduates
We recruit students and graduates from all academic backgrounds. Opportunities range from internships to full-time positions. We offer an unparalleled opportunity to learn about the financial services industry, our firm, and our culture. Your academic major is less important than a demonstrated commitment to excellence, strong ethical and moral judgment, and a desire to work in the investment industry.
2-Year Transitionship Program
Transitionship Program
The 2-year Transitionship Program helps non-financial professionals working in other industries make the change from their current occupation or industry to investment and wealth management.
Global Opportunities
Global Opportunities
We offer our services to investors in Africa & the Middle East, Asia, Europe, Latin America, Canada, and the United States. Global opportunities exist for investment and financial professionals to work with clients, from individual investors to large financial institutions.
Divisions and Departments
Divisions & Departments
We provide a range of investment management and securities services for our clients. These services are delivered by teams working across multiple divisions. Explore our divisions to learn more about what it’s like to work at Global Advisers.
Open or Transfer Account
Galleon
Overview｜Galleon Flagship
Galleon Flagship
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.
Galleon Flagship Services
Galleon Flagship Services
For investors with $100,000 or more in total household assets, Galleon Flagship Services provides comprehensive investment and wealth management, trust & estate solutions, philanthropic and charitable services, asset management, and financial planning.
Galleon Flagship Platinum
Flagship Platinum
Galleon Flagship Platinum is our premium account management service for investors with total household assets over $1,000,000 who want professional portfolio management of their investments, and also have specific needs for estate planning, trust services, financial planning and advice, and philanthropy.
At-a-glance
Personal Assistance:
Sr. Wealth Manager
Account service fees:
none
Commissions:
$0.00
Access to financial adviser:
full access
Ongoing portfolio management:
fee-based
Trust and Estate Services:
included
Which assets qualify:
all – no restrictions
Proprietary products requirement:
none
Galleon Flagship Gold
Flagship Gold
Galleon Flagship Gold is our premium account management service for investors with total assets between $100,000 and $1,000,000 who want professional portfolio management of their investments, and also have specific needs for estate planning, trust services, financial planning and advice.
At-a-glance
Personal Assistance:
Sr. Wealth Manager
Account service fees:
none
Commissions:
$0.00
Access to financial adviser:
full access
Ongoing portfolio management:
fee-based
Trust and Estate Services:
included
Which assets qualify:
all – no restrictions
Proprietary products requirement:
none
Galleon Premium Select
Flagship Select
Galleon Premium Select is our account management service for investors with total assets over $50,000 who are building their wealth and want professional management of a portfolio that includes stocks, options, bonds and other fixed income, mutual funds, ETFs, and money markets.
At-a-glance
Personal Assistance:
Financial Adviser
Account service fees:
$10 monthly
Commissions:
$0.00
Access to financial adviser:
limited access
Ongoing portfolio management:
flat-fee
Which assets qualify:
all – no restrictions
Proprietary products requirement:
none
Galleon Flagship Solutions
Galleon Flagship Solutions
Our solutions for Galleon Flagship clients include comprehensive wealth management, trading, and investment services designed individually to meet your specific goals and objectives.
Wealth Analytics and Solutions
Wealth Analytics & Solutions
Wealth analytics involves on-demand or periodic performance reporting and investment analytics, which your investment manager accesses regularly. Using a flexible, scalable performance analytics algorithm, we can easily set and manage performance goals against benchmarks, calculate performance and see a complete view of your portfolio(s).
Personalized Estate and Planning
Personalized Estate, Trust, & Financial Planning
Planning to purchase a vacation home, fund your children’s or grandchildren’s education, spend your retirement as you’ve dreamed? Together, we can create a personalized wealth management strategy that includes a focused estate, trust, and financial plan to help you prepare for a successful financial future. Using a suite of tools that includes goal-specific analysis, we work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
Philanthropy Management
Philanthropy Management
What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact in the world.
Lifestyle Advisory
Lifestyle Advisory
Lifestyle advisory provides an array of personal consultants in many lifestyle-management areas such as Art Advisory, Private Health Advisory, Personal Security, Rare Coins, and Collectible Automobiles just to name a few. On your request, we introduce experts who understand the exceptional needs of affluent families and individuals. All experts are vetted by Global Advisers and third-party verification services.
View all
Wealth Management
Wealth Management
Throughout the world we offer access to a network of financial advice, services, and investment expertise.
United States and Canada
Services in this region
Investment Advisory
Wealth Management
Financial Planning
Trading and Securities Solutions
Africa and the Middle East
Services in this region
Investment Advisory
Wealth Management
Trading and Securities Solutions
Asia-Pacific Region
Services in this region
Investment Advisory
Wealth Management
Trading and Securities Solutions
Europe
Services in this region
Investment Advisory
Wealth Management
Trading and Securities Solutions
Latin America
Services in this region
Investment Advisory
Wealth Management
Trading and Securities Solutions
Core Accounts
Core Accounts
Core Accounts provide an ultra-low-fee structure to invest in specific asset classes.
.
ASSET CLASS
Alternative
Lighthouse Accounts
Category
: Alternative
Lighthouse Accounts are measured against Morningstar mutual funds alternative asset class. The accounts typically employ strategies designed to take advantage of the currency and derivative markets, which increases the volatility and risk involved.
Fee range
: 0.02% to 0.03%
Risk level
: medium to high
Expense ratio
: 0.00%
Allocation
Navigator Accounts
Category
: Allocation
Navigator Accounts are measured against Morningstar mutual funds allocation asset class. In response to global stock markets, which are volatile and often fluctuate significantly on company, industry, political, regulatory, or economic developments, the accounts typically employ strategies designed to take advantage of changes to interest rates, inflation, price volatility, and other risk factors.
Fee range
: 0.02% to 0.03%
Risk level
: medium
Expense ratio
: 0.00%
Commodities
Compass Accounts
Category
: Commodity
Compass Accounts are measured against Morningstar mutual funds commodity asset class. Commodity prices are significantly affected by world events, the global political economy, import controls, worldwide competition, government regulations, and weather conditions. The accounts employ strategies designed to take advantage of price fluctuations in order to help mitigate overall portfolio risk.
Fee range
: 0.025% to 0.03%
Risk level
: high
Expense ratio
: 0.00%
Municipal Bond
Anchor Accounts
Category
: Municipal Bond
Anchor Accounts are measured against Morningstar mutual funds municipal bond asset class. The municipal market is affected by tax, legislative or political changes and the financial condition of the issuers of municipal securities. Changes in interest rates affect bond prices. The account typically employs strategies designed to take advantage of these factors while maintaining specific levels of investment quality and bond rating (Moody’s and Standard and Poors).
Fee range
: 0.01% to 0.015%
Risk level
: low
Expense ratio
: 0.00%
International Equity
Voyager Accounts
Category
: International Equity
Voyager Accounts are measured against Morningstar mutual funds international equity asset class. Foreign markets can be more volatile than U.S. markets due to increased risks of adverse issuer, political, market, or economic developments. For investors seeking portfolio diversification, the accounts employ strategies designed to take advantage of these risks.
Fee range
: 0.02% to 0.03%
Risk level
: medium to high
Expense ratio
: 0.00%
Taxable Bond
Citadel Accounts
Category
: Taxable Bond
Citadel Accounts are measured against Morningstar mutual funds taxable bond asset class. While bond and fixed income securities carry interest rate risk, they tend to exhibit less risk overall as compared to other asset classes. Other risks include inflation, liquidity, call, credit and default. For investors seeking current income and/or portfolio diversification, the accounts employ strategies designed to take advantage of these risks.
Fee range
: 0.01% to 0.015%
Risk level
: low to medium
Expense ratio
: 0.00%
Sector
Beacon Accounts
Category
: Sector
Beacon Accounts are measured against Morningstar mutual funds sector class. Global financial markets volatile and can move significantly in response to issuer, political, regulatory, market, or economic developments. Sectors can be more volatile because of their narrow concentration in a specific industry. The accounts employ strategies designed to take advantage of these risks.
Fee range
: 0.02% to 0.03%
Risk level
: medium to high
Expense ratio
: 0.00%
Target Date
Bullseye Accounts
Category
: Target Date
Bullseye Accounts are measured against Morningstar mutual funds target date asset class. Both stocks and bonds carry specific types of risk, including interest rate, inflation, liquidity, call, credit and default. For investors with a specific timeline (retirement, college, etc.), the accounts employ strategies designed to take advantage of these risks.
Fee range
: 0.01% to 0.02%
Risk level
: medium
Expense ratio
: 0.00%
U.S. Equity
Explorer Accounts
Category
: U.S. Equity
Explorer Accounts are measured against Morningstar mutual funds U.S. equity asset class. U.S. stock markets are volatile and fluctuate in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal. For investors seeking growth, the accounts employ strategies designed to take advantage of these risks.
Fee range
: 0.02% to 0.03%
Risk level
: medium
Expense ratio
: 0.00%
Managed Futures
Galleon 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. Managed futures may be suitable for investors who are interested in adding non-correlated assets to their investment portfolios as a means of managing risk.
Galleon Accounts
Open or Transfer Account
Planning
Overview ｜Financial Planning
Galleon Financial Planning
We develop professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals. Working with a financial planner will help you come away feeling more confident knowing that you have the support you need to achieve your financial goals.
Retirement
Retirement Planning
Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning.
RELATED
401k Rollovers
Retirement Accounts
Seeking Income
Retirement Solutions
Estate and Trust
Learn more
College and Education
Education Planning
A good college plan is a road map that can guide you through school on to college, advise you on what to do, and track your progress throughout the process. It begins by creating a plan that defines your educational needs.
RELATED
529 Plans
Education Savings Account
Custodial Accounts
Learn more
Estate and Trust
Estate & Trust Planning
Your legacy transcends money—it also encompasses your values. It’s never too early to design your estate plan. Galleon Trust and Estate planning services provides intentionally-designed solutions for investors with household assets over $100,000.
RELATED
Trust Accounts and Services
Estate Accounts
Estate Planning Services for Retirement
Personalized Estate Services
Wealth Management
Learn more
Divorce
Divorce Planning
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. Divorce can strain finances as well as emotions. But, with some preparation and financial planning during and after divorce, you can protect your financial interests, and take charge of your future.
RELATED
Individual Investing Account
Retirement Services
Managed Accounts
Galleon Flagship Services
Learn more
Business
Business Planning
Owning the business is only half of it. You need a financial plan—one that addresses financial needs and investment products for every stage of your business life cycle, and takes into account your personal financial goals and dreams.
RELATED
Business Accounts
Business Retirement Plans
Services for Businesses
Solutions for Businesses
Learn more
Life Events
Life Events
Whether you’re getting married, having a baby, approaching retirement, reaching a major milestone, or going through a major life event, you need to plan for it. When your life changes, your financial life does too. We can help you prepare financially for major milestones—from beginning a new career to leaving a legacy for your grandchildren.
RELATED
Trust and Estate Accounts
Galleon Flagship Solutions
Services for Individuals and Families
Retirement Services
Special Purpose Accounts
Education Savings Services
Learn more
Schedule Appointment
Open or Transfer Account
Solutions
Overview｜Solutions
Solutions
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 Solutions
Galleon Flagship Solutions
Premium investment and financial solutions for investors with $100,000 or more in total household assets, with complex wealth management, international, estate, trust, tax, planning, and philanthropic situations that require unique solutions.
Flagship Platinum
Flagship Platinum Solutions
Solutions for investors with total household assets over $1,000,000.
Wealth Analytics & Solutions
Estate, Trust, & Financial Planning
Philanthropy Management
Lifestyle Advisory
Family Governance & Legacy
Portfolio Construction
Technical Insights
Family Office Advisory
Cash Management & Lending
Flagship Gold
Flagship Gold Solutions
Solutions for investors with total household assets between $100,000 and $1,000,000.
Wealth Analytics & Solutions
Estate, Trust, & Financial Planning
Family Governance & Legacy
Cash Management & Lending
Portfolio Construction
Technical Insights
Flagship Select
Flagship Select Solutions
Solutions for investors with total household assets over $50,000 but less than $100,000.
Wealth Analytics & Solutions
Estate, Trust, & Financial Planning
Cash Management & Lending
Portfolio Construction
Technical Insights
Wealth Management
Wealth Management Solutions
Our Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth and investment management strategies, understand their financial goals, and design customized solutions that meet their increasingly complex needs.
Galleon Managed Futures
Managed Futures
Managed futures provide diversification and risk management for clients with a high tolerance for risk.
Individuals and Families
Individuals & Families
Our solutions for individuals and families include retirement planning and strategies, savings and income plans, growth strategies, and investing solutions. Together, we provide a comprehensive solution for your investing needs.
Retirement
Retirement Solutions
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.
401k & 403b Rollovers
SEP IRA & Small Business Plans
Retirement Planning
IRAs & Rollovers
Seeking Income
Valuation & Risk Analysis
Savings
Savings Solutions
Superior savings rates for clients saving for life events or major purchases. Whether you are preparing for a major purchase, or saving for a life event, your idle cash earns a highly competitive rate.
CDs & Money Markets
Seeking Income
Bonds and Fixed Income
Major Purchases
Income
Income Solutions
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.
Government Bonds
Seeking Income
Corporate Bonds
Stock-Yield Enhancement Program
Short-term Debt
Dividends
Growth
Growth Solutions
If you a growth investor seeking long-term capital appreciation, 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. Explore our investment products, core and specialty accounts, and strategies to learn more.
Stocks and ETFs
Mutual Funds
Asset Management
Asset Allocation
Investing
Investing Solutions
Our approach to investing utilizes the best technologies, research methods, and people to deliver a comprehensive suite of tools for all types of investors. We offer more investment products that any other firm, and our investment management fees are among the lowest in the industry. We also offer over 100 core accounts representing all asset classes as categorized by Morningstar. Our core accounts carry ultra-low fees, and 0.0% expense ratios.
Trading Platforms
Securities and Trading
Global Financial Markets Data
Businesses and Corporations
Businesses & Corporations
Learn more about our business solutions and services for Limited Liability Companies, S-Corp and C-Corp organizations, and Non-profit organizations.
Business Investing
Business Investing
Our business investing solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing excess business profits. Once you open and fund an account, your investment manager will work with you to develop a portfolio of securities that is professionally managed based on your goals and objectives.
Cash Flow Strategies
Cash Flow Strategies
Develop multiple cash-flows for enhanced business growth.
Retirement Plans
Employee Retirement Plans
Global Advisers’ Small Business Retirement Plans help you gauge your retirement savings, create a strategy, and prepare for the future. Our business retirement solutions include administration and management for SEP IRA, 401k, and 403b plans.
Valuation and Risk Analysis
Valuation & Risk Analysis
We continually monitor for risk by position, risk by underlying, and risk by industry. We also create editable, hypothetical “What-If” scenarios portfolio based on your actual portfolio to see how your risk profile might change based on certain types of activities, such as adding, closing, reducing or increasing position(s). Your investment team will create complex custom scenarios by editing the price, date, and volatility variables that affect your risk profile.
Small Business
Small Business Retirement
Global Advisers’ Small Business Retirement Plans help you gauge your retirement savings, create a strategy, and prepare for the future. Our small business retirement solutions include administration and management for SEP IRA and 401k plans.
Business Planning
Business Planning
Planning is a solution—one that is often overlooked. Most small business owners want their business, their future, and their children’s future to be in their control. Our low-fee rate combined with the correct blend of solutions and strategies will help you position your business for long-term growth.
Financial Professionals
Financial Professionals
Deepen your client relationships and grow your practice with our customizable technologies, trading platforms, research, and services. Whether you are seeking retirement or tax strategies, trading solutions, global market access, employee benefits, or broader access to products, we offer the best solutions for both you and your clients.
Financial Advisers and Consultants
Our solutions are intentionally designed to help you build a competitive advantage and serve your clients at lower costs.
At-a-glance
Technology:
Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; free-CRM; Galleon Model portfolios.
Service:
Flexible client billing; securities financing; full- and semi-electronic new client application platform.
Reporting:
Galleon Portfolio Management; flex-queries.
Fees:
Low-commissions and financing rates; high-individual payout.
Institutions
Whether you’re a non-profit, pension plan, corporation, or endowment, our solutions help improve overall efficiency, reduce costs, and increase product diversification.
At-a-glance
Technology:
Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; free-CRM; Galleon Model portfolios.
Service:
Asset management; administrative record-keeping.
Insights:
Industry expert and proprietary research.
Fees:
Low-commissions and financing rates.
Money Managers
Your clients questions help us understand their financial goals, and our answers help you build long term relationships.
At-a-glance
Management:
Complete portfolio management; options for Asset and Wealth Management
Technology:
Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; Model portfolios.
Service:
Flexible client billing; securities financing; full- and semi-electronic new client application platform.
Reporting:
Galleon Portfolio Management; flex-queries.
Open or Transfer Account
Services
Overview｜Services
Services
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 Services
Galleon Flagship Services
Premium account management services for clients with $100,000 or more in total household assets who need additional services, such as trust & estate, philanthropic, and financial planning.
Flagship Platinum
Flagship Platinum Services
As a Flagship Platinum client at Global Advisers, you get personalized services reserved for our high-net-worth investors. Helping you look at your wealth holistically is important to us. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs. These include specialists in areas such as estate planning, trust services, financial planning and advice, and philanthropy.
Flagship Gold
Flagship Gold Services
As a Flagship Gold client at Global Advisers, you get personalized services. We look at your wealth holistically. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs. These include specialists in areas such as estate planning, trust services, financial planning and advice.
Flagship Select
Flagship Select Services
As a Galleon Premium Select client at Global Advisers, you get personalized services reserved for investors with total household assets greater than $50,000 but less than $100,000. You’ll have exclusive resources available to you, including financial advisers who can help you meet your investment goals and objectives. These include specialists in areas such as estate planning, trust services, financial planning and advice.
Galleon Wealth Management
Wealth Management Services
For investors with total household assets of at least $100,000 we identify investment opportunities to help them reach their financial goals and objectives. We complement regular services with robust execution capabilities, innovative technologies, and dedicated client service. The result is a long-term partnership structured around a sound investment strategy that strives to achieve long-term results.
Galleon Managed Futures
Galleon Managed Futures
Galleon Futures makes it easy to include a managed futures account into your lifestyle. Your account is continually managed by a team of professional money managers and Commodity Future Advisers (CTA). Together, they establish your tolerance for risk, learn about your financial goals and objectives, and ensure that the investments made in your portfolio are suitable for you.
Account and Investment
Account & Investment
We provide a wide-array of services for all client accounts, including account management, bill pay, cash management, Debit MasterCard®, securities financing, and wealth management.
Account Management
Account Management
We combine advanced Artificial Intelligence with traditional support to help you manage your account. Allows you to:
manage account settings
transfer funds or positions
make third-party payments
set up direct deposit or automatic withdrawal
configure Bill Pay
view transaction history
manage your Debit MasterCard®
check account balances
view portfolio performance
follow market activity and news
analyze your portfolio
view allocation breakdown
much more…
Asset Management
Asset Management
Through our Core Accounts, our Asset Management Services provides strategies and expertise to institutional and individual investors that span the full spectrum of asset classes. We offer more than 100 ultra-low-fee accounts through which clients can invest in any geography, economy, industry, sector, or asset class.
Bill Pay
Bill Pay
Bill Pay allows Debit MasterCard® program participants to pay bills without the hassle of writing checks or paying for postage. It eliminates paperwork, and it facilitates the consistent execution of recurring payments. Bill Pay uses a secure ACH to electronically make payments to merchants.
Borrowing and Lending
Borrowing & Lending
If your Global Trading account (single account) qualifies, you can borrow or lend from your account at preferred rates. Our borrowing rates are significantly lower than most other firms. All borrowed funds are displayed in your account in real-time to let you monitor the current state of your account at any time.
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Individuals and Families
Individuals & Families
We provide a wide-array of services for all client accounts, including account management, bill pay, cash management, Debit MasterCard®, securities financing, and wealth management.
Cash Management and Lending
Cash Management & Lending
Flagship Cash Management & Lending includes exclusive savings and bonuses, identity protection, and enhanced services. Unlimited ATM Fee rebates. Worldwide access to your cash through any ATM in the MasterCard®, Maestro®, or STAR® Network. Up to $2,7500,000 additional FDIC coverage through the bank deposit sweep program.
Family Governance and Legacy
Family Governance & Legacy
The challenge of passing financial wealth on to descendants is often more complicated and daunting than planning for gift or estate tax. However, there is a solution. We help you address the complexities of transferring wealth from generation to generation, advising on specific strategies designed to preserve values and create an enduring family legacy.
Family Office Advisory
Family Office Advisory
At Global Advisers, we have extensive experience working with ultra-high net worth families who have an extensive range of resources needed to help highly affluent families manage the complex, multigenerational challenges of managing significant wealth. Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning, with a focus on helping you.
Philanthropy Management
Philanthropy Management
What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. We aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world.
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Businesses and Corporations
Businesses & Corporations
Galleon business services help our business clients focus on creating growth and cash flow. We provide professional investment advice, portfolio management, and administration of company retirement plans.
Cash Flow Enhancement Program
Cash Flow Enhancement Program
If you’re operating a successful business, you probably understand the basics for improving your cash flow. Forecasting, evaluating terms, creating a disciplined payment approach, segmenting your customers, supplies and inventory, and making it a companywide priority. Our Cash Flow Enhancement program takes the development of new cash flow to a new level. Through the development and implementation of a specific portfolio of securities and related investment strategies, we help you create additional sources of cash flow that you can use to run your business, or reinvest for enhanced growth.
Securities Financing
Securities Financing
Our Securities Financing for Business program allows qualified businesses to earn extra income on the fully paid shares of stock held in your organizational account. Depending on how your account is structured, your business could potentially realize tax benefits. The account pays interest daily, which businesses can use for growth or reinvestment. The program is available to eligible clients who have been approved for a margin account, or who have a cash account with equity greater than $50,000.
Retirement Plan Administration
Retirement Plan Administration
Galleon Retirement Plan Administration services provides ongoing support for SEP IRAs and Small Business 401(k) plans. We provide a deep and broad analysis of your employee base and recommend the best type of plan. We also provide professional advice and account management for individual employees, and provide them with free consulting services for their external accounts.
Growth and Expansion
Growth & Expansion
Many businesses fail to recognize how highly trained investment professionals can manage their investment capital. Their finance department is usually not geared towards this goal. Instead, their daily function is the regular utilization of cash and payments, with a focus on receivables. This leaves a void in the overall business plan for any organization that seeks growth. Our investment managers can fill this void by providing professional, non-biased advice that can help you achieve higher levels of growth.
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Retirement
Retirement
Our services are designed to help our clients prepare for retirement, create wealth, and secure their future. Our goal is to provide a stress-free, seamless experience that transitions throughout your life, and helps you prepare your estate and your legacy.
Debt Management
Debt Management
Our Debt Management Service is designed for retired individuals and their families who are struggling with how to replace high-interest debt with low-interest loans, which can help reduce costly finance charges. We work closely with you to create a strategy that works with your lifestyle. The program helps you track expenses each month—and identify areas where you can cut back and save.
Downsizing and Budget Management
Downsizing & Budget Management
When done correctly, downsizing can be a good idea. You might not only walk away with more money, but you may also simplify your life and reduce your home-maintenance and utility costs for years to come. To reach that happy outcome, you need to steer around the unexpected pitfalls that make downsizing problematic. For many people, their strategy for funding their retirement is to sell their current home, buy a smaller place, and invest the difference for income. However, they often reap far less profit than they might have hoped.
Expense Monitoring
Expense Monitoring
If you find yourself spending more than you earn, or more than you what makes you comfortable, you are not alone. You have a good income, you’ve inherited some money, or you are retired and want to enjoy all that life has to offer. We can help by working with you to understand and manage your expenses. We take a long, hard look at your income to debt ratio, and other factors, then we create a strategy tailored to your needs. We also monitor your spending and expenses, and help you understand where you may need to cut back.
Estate Planning
Estate Planning
Your legacy transcends money—it also encompasses your values. A plan is an important part of your ongoing financial goals. Designing a legacy that is consistent with your vision and values is a personal and complex process. To start the process, we suggest setting up a family estate planning meeting to help improve smooth communication, prevent conflicts, and let your family know what’s important to you.
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Professional
Professional
For professional advisers, consultants, and institutions, our services provide access to global markets that integrate our leading investment management capabilities with each client’s needs. Our ultra-low-fee platform provides ongoing support and powerful trading and research platforms.
Adviser Services
Adviser Services
Are you an independent financial adviser? Global Advisers has a culture of true independence where you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and our services are intentionally designed to help you maintain your current relationships, grow your business, and make new connections.
Institutional Trading
Institutional Trading
For Institutional clients, we provide an ultra-low-fee platform that includes insights, solutions, and strategies that are intentionally designed to improve your overall efficiency. You gain access to the best trading and research platforms and technologies, innovative research, and a steadfast commitment to our Business Principles. Our goal is to help you achieve a higher level of success through access to a deeply resourced network of investment professionals who take a research-driven approach to uncovering opportunities and risks.
Money Management
Money Management
If you’re an independent financial adviser or consultant, and you prefer to focus on building assets vs. managing them, consider our Money Management Program. Having your client’s assets managed professionally by a partner-firm who specializes in portfolio and money management allows you to do what you do best.
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Accounts
Overview｜Accounts
Accounts
We offer accounts for individuals and businesses that want to plan for growth, develop cash-flow, trade global markets, or invest for retirement.
Managed Accounts
Managed Accounts
When your account is managed, a team of senior-level investment professionals do the work for you. Some of the primary things they focus on include risk analysis, growth opportunities, and preservation of capital. By following a flexible investment philosophy that is designed for your needs, our managed accounts can help you reach your investment goals.
Prime Account
Prime Accounts
With a Prime Account, you can purchase stocks, bonds, mutual funds, ETF’s, or any other marketable security with the professional guidance of a Financial Adviser.
Galleon Flagship Account Services
Individuals and Families
Open a joint account or an individual account.
Saving for something other than retirement or college? You can set up an account with shared ownership or create one in your name alone. An individual account is a brokerage account with only one owner. A joint account is a brokerage account with more than one owner.
Individual
Individual Account
An individual account is a standard brokerage account with only one owner. It allows the owner to trade stocks, bonds, ETFs, and more. You can also access powerful proprietary and third-party research, get 24/7 service and support, and trade your own account, or have your account managed by one of our wealth management professionals through our wholly-owned subsidiary, Galleon Wealth Management.
Joint(JTWROS)
Joint Account (JTWROS)
A Joint Tenants with Right of Survivorship (JTWROS) account has two or more account owners. Each person has an undivided interest in the entire property. Upon the death of one account owner, the remaining account holder(s) retain(s) the rights to the entire account.
Joint(TIC)
Joint Account (TIC)
A Tenants in Common (TIC) account has two or more account owners with each person owning a specified percentage of the entire property. Upon the death of one of the account owners, that person’s estate holds the right to their percentage of the account.
Retirement
IRAs offer an opportunity to save for a comfortable retirement and receive long-term tax advantages.
We offer a variety of retirement accounts designed to meet your investment and lifestyle needs.
Traditional IRA
Traditional IRA
A Traditional IRA may give you an immediate tax benefit because contributions are often tax deductible. Taxable distributions from an IRA can be taken without penalty starting at age 59½ and must be started by April 1st of the year following the year the account owner reaches 70½.
ROTH IRA
ROTH IRA
A Roth IRA’s tax advantages differ from the Traditional IRA. If eligible for this account, your annual contribution limits are the same but are not tax deductible. However, since annual contributions have already been taxed, these contributions will never be taxed again, and earnings can grow tax free. In addition, the contributed funds can be withdrawn any time you wish and there are no required minimum distributions after age 70½.
SEP IRA
SEP IRA
A SEP IRA is a written plan that allows an employer to make contributions toward their own retirement and their employees’ retirement without getting involved in a more complex qualified plan. Under a SEP, the employer makes contributions to a traditional individual retirement arrangement (called a SEP IRA) set up by or for each eligible employee. A SEP IRA is owned and controlled by the employee, and the employer makes contributions to the financial institution where the SEP IRA is maintained. The employee may also make annual contributions subject to the limits for traditional IRAs.
Rollover IRA
Rollover IRA
One way to take control of your retirement savings is to roll over your plan from a former employer. People who elect to rollover assets from a 401k or 403b plan often experience lower administrative fees and considerably more investment choices that are better for their personal situation. A Rollover is a Traditional IRA that only holds assets received as a rollover distribution from a retirement plan. The term ‘rollover’ simply helps people identify the assets as a rollover from a retirement plan.
401k and 403b Rollover
401(k) and 403(b) Rollover
Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your retirement easier and more convenient. You’ll appreciate the same tax-deferred benefits from a Traditional IRA, and you’ll be able to view all your accounts from one, simple login. In addition, your investment or wealth manager will be able to provide better insight into your overall financial condition, and manager your assets more effectively. Once your 401k or 403b has transferred to Global Advisers, it becomes an important part of your overall estate planning.
Trust and Estate
Trusts are estate-planning tools that help you manage property during life while ensuring a smooth transition of after death.
Protect and manage your trust account assets with a Galleon Flagship Trust account.
Galleon Flagship Trust
Galleon Flagship Trust Account
A Galleon Trust account allows the account owner to transfer assets to one or more recipients, called trustees, who hold legal title to the transferred assets and manage the assets for the benefit of the owner or other named beneficiaries. They must already have the trust created by an attorney and then they may open a brokerage account with Global Advisers. We offer legally established taxable living, revocable, irrevocable and testamentary trusts. Assets in the account are managed by a financial adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Galleon Flagship Estate
Galleon Flagship Estate Account
The Galleon Flagship Estate Account is designed for executors or court-appointed administrators of estates. It helps you manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.
Education and Custodial
Opening a college savings account is a smart way to establish an education fund for a family member, a friend, or even yourself.
These accounts can offer tax benefits, and depending in which plan you choose, you can invest in a broad range of different types of investments.
529 Plans
529 Plans
A 529 Plan helps you save for college and gain tax benefits. It allows you to save for college while your money grows tax-deferred. The 529 Plan is designed to meet the needs of virtually every family and every budget. There is no minimum annual contribution required. Investment options are very limited.
Custodial Accounts
Custodial Accounts
A custodial account allows a minor can to own cash or securities that are controlled by a custodian until he or she meets the age of majority in the state the account was set up. All deposits into these accounts are irrevocable gifts to the minor recipient. The Uniform Gift to Minors Act (UGMA) and the Uniform Transfer to Minors Act (UTMA) make it simple to transfer property to a minor without a formal trust. Investment options are wide-ranging, allowing for greater flexibility as compared to a 529 Plan.
Education Savings
Education Savings
The Coverdell ESA is a savings plan created for the purpose of paying a student’s qualified educational expenses. These can include, but are not limited to: tuition books uniforms Similar to a 529 plan, your money is tax-deferred, allowing your fund to grow faster. Contributions to a Coverdell ESA are not tax-deductible. In addition, contributions are allowed for individuals under the age of 18.
Charitable and Philanthropic
Galleon charitable accounts provide ultra-low-cost solutions to charitable investing.
Looking for a smart way to make a charitable donation? Select a charity, keep 100% of all capital gains and dividends. We make the donation on your behalf out of our own pocket. Learn more.
Charitable Equity Opportunities
The Charitable Equity Opportunities Account
The Global Advisers Charitable Equity Opportunities Account (CEO) makes it easy for you to invest in a portfolio of companies that demonstrate a high-level of corporate giving, while also making a donation to your favorite charity—using our money to make the donation, not yours. We donate a percentage of our fees to your favorite charity.
Special Purpose Accounts
Our special purpose accounts are intentionally designed to meet specific investment needs.
If you’re looking to support an important cause, or invest for a healthy future, sustainable accounts target specific factors that are beneficial towards the environment, while HSAs provide tax benefits for medical bills.
Impact Investing
Impact Investing
The Global Advisers Impact Investing Account invests in stocks of companies that provide good working environments for employees, bonds of companies that meet strict ESG standards, companies that are involved in their communities, businesses that demonstrate concern for ecosystems, and corporations that have a minimum of one woman on the board of directors and no human rights violations. It eliminates alcohol and tobacco companies, as well as nuclear power companies and firms that sell to the military.
Green Portfolios
Green Portfolios
Our Green Portfolios seek long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries.
Medical Accounts (HSA)
Health Savings Account (HSA)
A Health Savings Account (HSA) is used for qualified healthcare expenses. To be eligible, you must be enrolled in a High-Deductible Health Plan (HDHP). Health Savings Accounts also have some important tax advantages.
Businesses and Corporations
Accounts to help business owners invest for cash flow, growth, and employee retirement planning.
Low-fee accounts for businesses, corporations, and non-profit organizations.
Corporation
Corporate Account
A Corporate account is established by a legal entity (profit or non-profit), authorized by a state, ordinarily consisting of an association of numerous individuals. A corporation can acquire assets, enter into contracts, sue or be sued, and pay taxes in its own name. Corporate accounts have access to all products, including stocks, bonds, mutual funds, ETFs, options, and more.
Partnership
Partnership Account
A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns.
Limited Liability Company
Limited Liability Company Account
A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass-through tax status of the partnerships, and the limited personal liability of corporations. The liability of the company and its owners is limited to their investment.
Employee Retirement Plans
Employee Retirement Plans
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.
General Business Investing
General Business Investing
For businesses that want a full brokerage account for flexible investing purposes, including growth investments, cash flow strategies, and for retirement plan assets.
Professional Accounts
Professional accounts provide unique benefits and features for advisers and institutions.
Accounts for investment professionals, institutions, pensions, endowments, and governments.
Adviser
Professional Advisers
If you are a great relationship builder, and you love meeting with clients and providing solutions to their financial needs, our accounts for professional advisers helps you build and maintain client-advisor relationships. Accounts are structured to help you raise new assets and keep your clients up-to-date with current global financial services.
Institutional
Institutional Account
Institutional accounts provide professional support including ongoing research assistance, operational support, investment education and guidance, and more.
Money Management
Money Management Account
If you prefer to have your client’s assets managed professionally by a partner-firm who specializes in portfolio and investment management, the Money Management account allows you to do what you do best. We deliver professionally managed portfolios for your clients based on a multi-metric criterion, 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.
Ultra-Low Fee Accounts
Ultra-Low Fee Accounts
Core Accounts provide a solution for investors seeking either broad diversification, or a more focused approach to investing in a particular sector, industry, or other factor.
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