Professional Investment Management for Individuals & Families

Percentage of Families with no long-term investment strategy

Professional Investment Management for Families and Individuals

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’r a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.

Individuals and Families

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’r a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.

Individual Accounts

An individual account is a brokerage account with only one owner. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

Joint Account (JTWROS)

A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

Joint Account (TIC)

A Joint Tenants in Common (TIC) account is a brokerage account that has two or more account owners with each person owning a specified percentage of the entire property. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

Education and Custodial Accounts

Education and Custodial Accounts provide tax-advantaged opportunities to invest for college and higher-education. Our custodial accounts are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
529 College Savings PlansNo MinimumNo income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings AccountNo Minimum$2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)$3,000Professionally Managed by a Financial AdviserNot Limited

Trust Accounts

A 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. Global Advisers offers legally established taxable living, revocable, irrevocable and testamentary trusts. They must already have the trust created by an Attorney and then they may open a brokerage account with Global Advisers. 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.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
TrustNo MinimumProfessionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement

Retirement Accounts

We offer a variety of retirement accounts designed to meet your income and lifestyle needs. Learn about the different retirement accounts below, then open your account today. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Retirement Services, and are managed by a Wealth Manager.
Account TypeMinimum to Open (US)Maintenance Fees
Traditional IRA
Traditional IRA Inherited
ROTH IRA
ROTH IRA Inherited
SEP IRA
SEP IRA Inherited
Rollover IRA
401k and 403b Rollovers
$5,000None
Name:*
E-mail:*
Subject:*
Message:*

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1402


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

Individual Accounts

An individual account is a brokerage account with only one owner. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

Joint Account (JTWROS)

A joint account with rights of survivorship (JTWROS) is a brokerage account with more than one owner, with each person having an undivided interest in the entire property. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

Joint Account (TIC)

A Joint Tenants in Common (TIC) account is a brokerage account that has two or more account owners with each person owning a specified percentage of the entire property. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account StructureMinimum to Open (US)Benefits
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

Education and Custodial Accounts

Education and Custodial Accounts provide tax-advantaged opportunities to invest for college and higher-education. Our custodial accounts are managed by a Financial Adviser. Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
529 College Savings PlansNo MinimumNo income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings AccountNo Minimum$2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA)$3,000Professionally Managed by a Financial AdviserNot Limited

Trust Accounts

A 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. Global Advisers offers legally established taxable living, revocable, irrevocable and testamentary trusts. They must already have the trust created by an Attorney and then they may open a brokerage account with Global Advisers. 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.
Account TypeMinimum to Open (US)FeaturesInvestment Choices
TrustNo MinimumProfessionally Managed
Automatic Asset Allocation
Quarterly Rebalancing
Unlimited, based on trust agreement

Retirement Accounts

We offer a variety of retirement accounts designed to meet your income and lifestyle needs. Learn about the different retirement accounts below, then open your account today. Prime and Asset Management Accounts are managed by a Financial Adviser. Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Retirement Services, and are managed by a Wealth Manager.
Account TypeMinimum to Open (US)Maintenance Fees
Traditional IRA
Traditional IRA Inherited
ROTH IRA
ROTH IRA Inherited
SEP IRA
SEP IRA Inherited
Rollover IRA
401k and 403b Rollovers
$5,000None
Name:*
E-mail:*
Subject:*
Message:*

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514

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