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.
General Business Investing Account
BUSINESS AND CORPORATE ACCOUNTS
× AccountsIndividuals & FamiliesIndividualJoint(JTWROS)Joint(TIC)Retirement & IRAsTraditional IRAROTH IRASEP IRARollover IRA401(k) and 403(b) Rollovers Trust, Estate & CharitableGalleon Flagship TrustGalleon Flagship EstateCharitable Equity Opportunities (CEO) Education & Custodial529 PlansCustodialEducation Savings Special Purpose Accounts Impact InvestingGreen PortfoliosHedge FundsMedical Businesses & CorporationsCorporationPartnershipLimited Liability CompanyEmployee Retirement PlansGeneral Business Investing Professional AccountsAdvisersInstitutionalMoney Management |
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. Click here for a list of available countries.
December 17, 2018
Business Planning
For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a …
Global Advisers Corporate Services
Interested in our services? Speak with a financial professional.
800-832-8514Ext — 1423Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Accounts
Key Facts and Highlights
Galleon Business Investing
$500
Low initial investment account balance with complete support.
COMPLETE
Account management, support, technology, and research.
ZERO
Expense ratios. No commissions on ETF and stock transactions.
$
Cash flow strategies for ongoing expenses or purchases.
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.