Individual Investing Account

INDIVIDUALS & FAMILIES
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.

There is no-minimum funding required to open an account. However, in order to received Galleon Flagship Services, the following minimums apply.

Account StructureMinimum to Open (US)Service Level
Prime$5,000Select
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum

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

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...

Trading Platforms

Optimize your trading speed and efficiency with the Galleon Investment Management Trading Platform. Available in mobile, desktop, and HTML-based systems…

Securities Financing

Securities Financing Services are backed by our dedication to providing full-service wealth and investment management solutions to our customers. If you have…

Securities and Trading

Global Advisers’ Securities & Trading services use the most modern trading and research platforms available. We employ the most advanced trading and …

Research Platforms

We offer several different professional-grade research platforms designed to help you make better decisions about your investment choices.

Products

Global Advisers is a leading provider of equity & debt investment strategies with expertise that spans across the equity, debt, derivatives, leveraged…

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.

Factor Portfolios

Factor investing involves targeting specific drivers of return across asset classes focusing on both macroeconomics and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

Core Account Screener

Build a portfolio that suits your goals and objectives using our ultra-low-fee Galleon Core accounts.

US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).

IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:

  • No cash borrowing (i.e. cannot have a debit balance or short stocks).
  • IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
  • Withdrawals are permitted only in USD.*
  • No stock or option cross-margining.
  • No currency borrowing.
  • Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.

Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.