Galleon Charitable
A tax-smart and simple solution
for charitable investing

Feel Good About Giving

Overview

Galleon Charitable provide a smart and innovative way for investors to give-back to their community. Investors keep 100% of any capital gains and/or dividends from the account(s), while the donation is funded by the firm. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account(s). We make donations to your preferred charities annually. For more information, contact us.

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.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Charitable Equity Opportunities account makes it possible for you to make a difference.

View account details >

The Global Advisers Impact Investing Account allows you to invest your money in a professionally managed account, make a donation using our money, not yours, and receive an American Express gift card for maintaining an account with us. In addition, we donate a large percentage of our fees to one of several well-known charitable organizations that focus on the the well-being of our environment.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Impact Investing account makes it possible for you to make a difference.

Learn more >

+ Charitable Equity Opportunities
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.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Charitable Equity Opportunities account makes it possible for you to make a difference.

View account details >

+ Impact Investing
The Global Advisers Impact Investing Account allows you to invest your money in a professionally managed account, make a donation using our money, not yours, and receive an American Express gift card for maintaining an account with us. In addition, we donate a large percentage of our fees to one of several well-known charitable organizations that focus on the the well-being of our environment.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Impact Investing account makes it possible for you to make a difference.

Learn more >

Global Advisers Charitable Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1110


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Our 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.

Galleon Charitable
A tax-smart and simple solution
for charitable investing

Feel Good About Giving

Overview

Galleon Charitable provide a smart and innovative way for investors to give-back to their community. Investors keep 100% of any capital gains and/or dividends from the account(s), while the donation is funded by the firm. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

We provide an ultra-low-cost solutions to charitable investing that empowers our clients with the resources to make strategic giving decisions while still maintaining the potential for growth and income within the account(s). We make donations to your preferred charities annually. For more information, contact us.

Charitable Equity Opportunities

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.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Charitable Equity Opportunities account makes it possible for you to make a difference.

View account details >

Impact Investing

The Global Advisers Impact Investing Account allows you to invest your money in a professionally managed account, make a donation using our money, not yours, and receive an American Express gift card for maintaining an account with us. In addition, we donate a large percentage of our fees to one of several well-known charitable organizations that focus on the the well-being of our environment.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Impact Investing account makes it possible for you to make a difference.

Learn more >

Global Advisers Charitable Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1110


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Our 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.