Professional Investment Management for Individuals & Families

Percentage of Families with no long-term investment strategy

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.
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.

View account details >

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. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. 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.

View account details >

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 Services, and are managed by a Wealth Manager.

View all retirement account types and details >

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.

View details >

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.

View account details >

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
Make charitable giving part of your tax strategy. Our charitable accounts provide an efficient and effective way to make a charitable impact. We provide advice on which charities you might want to consider making a donation, help you determine how the charity allocates its funds, and we make the donation out of our own pocket, not yours.

Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Learn more >

+ Individual
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.

View account details >

+ Joint
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. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. 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.

View account details >

+ Retirement
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 Services, and are managed by a Wealth Manager.

View all retirement account types and details >

+ Trust
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.

View details >

+ Education
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.

View account details >

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
+ Charitable
Make charitable giving part of your tax strategy. Our charitable accounts provide an efficient and effective way to make a charitable impact. We provide advice on which charities you might want to consider making a donation, help you determine how the charity allocates its funds, and we make the donation out of our own pocket, not yours.

Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Learn more >

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

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.

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.

Individual

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.

View account details >

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. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. 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.

View account details >

Joint Account (TIC)

A joint account tenants in common (TIC) is a brokerage 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. Non-resident aliens are not eligible for this account type.

Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

View account details >

Retirement

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 Services, and are managed by a Wealth Manager.

View all retirement account types and details >

View account details >

Education and College

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.

View account details >

Account Type Minimum to Open (US) Features Investment Choices
529 College Savings Plans No Minimum No income limitations
Contributions must be made in cash
Each state can establish their own minimums and maximums
Not Managed
Very Limited
Coverdell Education Savings Account No Minimum $2,000 maximum per designated beneficiary
Not managed
Not Limited
Custodial Uniform Gift to Minors Act (UGMA)/Uniform Transfer to Minors Act (UTMA) $3,000 Professionally Managed by a Financial Adviser Not Limited

Trust and Estate

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.

View details >

Charitable and Philanthropic

Make charitable giving part of your tax strategy. Our charitable accounts provide an efficient and effective way to make a charitable impact. We provide advice on which charities you might want to consider making a donation, help you determine how the charity allocates its funds, and we make the donation out of our own pocket, not yours.

Accounts that meet certain requirements qualify for Galleon Flagship Services, and are managed by a Wealth Manager.

Learn more >

Account Type Minimum to Open
Philanthropic Charitable Equity Opportunities Account $25,000
Special Purpose Impact Investing Account $10,000
Select by Type, or VIEW ALL ACCOUNTS

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

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.

Services for Individuals and Families

The services we provide to our clients centers around advice, portfolio management, and administration. Whether you are looking for financial planning, trust & estate administration…

Solutions for Individuals and Families

You always have access to expertise and insights to help you reach your own specific goals. For us, it’s all about transparency, accountability, and taking ownership of your financial…

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.