Accounts for

Institutional Clients

Accounts for
Institutional Clients

Level I

Level I access is the simplest solution for institutional client. Trades are executed and seamlessly cleared on a single platform, eliminating inefficient reconciliations and trade breaks between brokers. Benefits and features:

  • Direct access to stocks, options, futures, forex, bonds and funds on over 100 market destinations worldwide from a single interface.
  • Smart Routing searches for the best firm stock, option, and combination prices available at the time of your order, and seeks to immediately execute your order electronically.
  • Smart Routing Auto-recovery searches for the best firm stock, option, and combination prices available at the time of your order, and seeks to immediately execute your order electronically
  • Increased leverage with greater safety using portfolio margining and real-time risk management.
  • Advanced trading platforms specifically built for options and futures traders or easy integration with third-party Order Management Systems (OMS).
  • Customizable statement layouts and flexible viewing options let you design your statement to show the data you want to see, and then view online or print from a PDF.
  • Export your statement data to a customized programming application, or download to Excel, Quicken or another third-party application.
  • Real-time risk management platform that unifies exposure across multiple asset classes around the globe.
  • Single-click access to our real-time electronic short sale inventory.
  • Low financing rates and high interest earned on long and short sale proceed balances.
  • Proprietary algorithmic mathematical models to balance market impact with risk, resulting in the best execution on your large volume orders.

Level II

Although many clients find it most efficient to execute and clear all their trades through our custodian, some clients may also need to execute away to compensate other brokers for research and additional services. Level II offers all of the clearing benefits of Level I plus the following features:

  • Ability to take in flexible notification formats. We will work with your technology group to accept files of all formats.
  • Real-time portfolio margining of trades given up by third-party executing brokers after trade notification.

Level III

Level III services offer all the trade execution benefits of Levels I & II. Giving up to a third-party broker is simplified with the following features:

  • Trades are credit managed in real-time, utilizing a value at risk calculation methodology that is applied against a guaranteed credit line and/or cash/stock collateral.
  • Give-up to an unlimited number of stock, bonds (US corporate only), options and futures clearing locations.
  • Pre-trade and post-trade allocation of trades to third-party carrying brokers.
  • Flexible notification reports through a real-time FIX or end-of-day file format.
  • Additional services catered specifically to your institution’s needs offered exclusively through Global Advisers.

Get the professional support you've been looking for

To begin, we’ll work with you to determine the level of service for which your organization may be eligible.
This may include:

  • Ongoing assistance from an experienced professional
  • Operational support
  • Investment education
  • In-person events
  • Thoughtful investment reviews* guided by our extensive experience
  • Thought leadership
  • Insight on fund lineup performance
  • Target-date fund reviews
  • Commentary on industry trends
  • Outlook on the markets and economy

*Additional fees may apply. The level of support you’ll receive may be dependent on your assets under management. Call us to discuss your options.

Technology

Institutional clients have access to over 125 market centers in 31 countries where they can trade stocks, options, futures, forex, fixed income, and ETFs – all from a single Integrated Investment Account. Galleon Trading platforms offer a wide range of product centered tools for simplified single and complex multi-leg option trading; forex trading; Mutual Fund/ETF replicator; fixed income screeners for corporate, municipal and agency bonds and CDs – and more.
Client PortalDesktopMobileWebIBotAPI
Stocks
Options (Incl. Futures Options)
Futures
Forex
Warrants
Combinations
Bonds
Mutual Funds
Structured Products
Physical Metals
Inter-Commodity Spreads
+ Overview
+ Level I

Level I

Level I access is the simplest solution for institutional client. Trades are executed and seamlessly cleared on a single platform, eliminating inefficient reconciliations and trade breaks between brokers. Benefits and features:

  • Direct access to stocks, options, futures, forex, bonds and funds on over 100 market destinations worldwide from a single interface.
  • Smart Routing searches for the best firm stock, option, and combination prices available at the time of your order, and seeks to immediately execute your order electronically.
  • Smart Routing Auto-recovery searches for the best firm stock, option, and combination prices available at the time of your order, and seeks to immediately execute your order electronically
  • Increased leverage with greater safety using portfolio margining and real-time risk management.
  • Advanced trading platforms specifically built for options and futures traders or easy integration with third-party Order Management Systems (OMS).
  • Customizable statement layouts and flexible viewing options let you design your statement to show the data you want to see, and then view online or print from a PDF.
  • Export your statement data to a customized programming application, or download to Excel, Quicken or another third-party application.
  • Real-time risk management platform that unifies exposure across multiple asset classes around the globe.
  • Single-click access to our real-time electronic short sale inventory.
  • Low financing rates and high interest earned on long and short sale proceed balances.
  • Proprietary algorithmic mathematical models to balance market impact with risk, resulting in the best execution on your large volume orders.

+ Level II

Level II

Although many clients find it most efficient to execute and clear all their trades through our custodian, some clients may also need to execute away to compensate other brokers for research and additional services. Level II offers all of the clearing benefits of Level I plus the following features:

  • Ability to take in flexible notification formats. We will work with your technology group to accept files of all formats.
  • Real-time portfolio margining of trades given up by third-party executing brokers after trade notification.

+ Level III

Level III

Level III services offer all the trade execution benefits of Levels I & II. Giving up to a third-party broker is simplified with the following features:

  • Trades are credit managed in real-time, utilizing a value at risk calculation methodology that is applied against a guaranteed credit line and/or cash/stock collateral.
  • Give-up to an unlimited number of stock, bonds (US corporate only), options and futures clearing locations.
  • Pre-trade and post-trade allocation of trades to third-party carrying brokers.
  • Flexible notification reports through a real-time FIX or end-of-day file format.
  • Additional services catered specifically to your institution’s needs offered exclusively through Global Advisers.

+ Support

Get the professional support you've been looking for

To begin, we’ll work with you to determine the level of service for which your organization may be eligible.
This may include:

  • Ongoing assistance from an experienced professional
  • Operational support
  • Investment education
  • In-person events
  • Thoughtful investment reviews* guided by our extensive experience
  • Thought leadership
  • Insight on fund lineup performance
  • Target-date fund reviews
  • Commentary on industry trends
  • Outlook on the markets and economy

*Additional fees may apply. The level of support you’ll receive may be dependent on your assets under management. Call us to discuss your options.

+ Technology

Technology

Institutional clients have access to over 125 market centers in 31 countries where they can trade stocks, options, futures, forex, fixed income, and ETFs – all from a single Integrated Investment Account. Galleon Trading platforms offer a wide range of product centered tools for simplified single and complex multi-leg option trading; forex trading; Mutual Fund/ETF replicator; fixed income screeners for corporate, municipal and agency bonds and CDs – and more.
Client PortalDesktopMobileWebIBotAPI
Stocks
Options (Incl. Futures Options)
Futures
Forex
Warrants
Combinations
Bonds
Mutual Funds
Structured Products
Physical Metals
Inter-Commodity Spreads

Global Advisers Institutional Services

800-832-8514


Ext — 1601


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

Institutional Services

Money Management, Advisory, and Asset Management

If you do not have access to this website please contact your Institutional Management team.

For Global Advisers’ corporate website, please visit www.globaladvisers.com.

Access to and use of this site is limited to authorized customers of certain affiliates of Global Advisers, LLC and certain other authorized persons.

System response and account access times may vary due to market conditions, system performance and other factors.

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