Accounts for

Financial Professionals

Accounts for
Financial Professionals

What's your goal?

We offer professional accounts for financial advisers, institutions, and money managers seeking:

  • long-term investment strategies for their clients and/or organizations
  • multi-currency tax-advantaged investments and strategies
  • short-term savings solutions for clients
  • un-matched selection of  investment products and global markets
  • ultra-low-fee core accounts
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Professional Advisers

If you are a great relationship builder, and you love meeting with clients and providing solutions to their financial needs, our accounts for professional advisers helps you build and maintain client-advisor relationships. Accounts are structured to help you raise new assets and keep your clients up-to-date with current global financial services.

Institutions

Institutional accounts provide professional support including ongoing research assistance, operational support, investment education and guidance, and more.

Money Managers

If you prefer to have your client’s assets managed professionally by a partner-firm who specializes in portfolio and investment management, the Money Management account allows you to do what you do best. We deliver professionally managed portfolios for your clients based on a multi-metric criterion, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability. This fulfills your needs as a professional advisor, allowing you to focus on what you do best.
Overview

What's your goal?

We offer professional accounts for financial advisers, institutions, and money managers seeking:

  • long-term investment strategies for their clients and/or organizations
  • multi-currency tax-advantaged investments and strategies
  • short-term savings solutions for clients
  • un-matched selection of  investment products and global markets
  • ultra-low-fee core accounts
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Advisers

Professional Advisers

If you are a great relationship builder, and you love meeting with clients and providing solutions to their financial needs, our accounts for professional advisers helps you build and maintain client-advisor relationships. Accounts are structured to help you raise new assets and keep your clients up-to-date with current global financial services.
Institutions

Institutions

Institutional accounts provide professional support including ongoing research assistance, operational support, investment education and guidance, and more.
Money Managers

Money Managers

If you prefer to have your client’s assets managed professionally by a partner-firm who specializes in portfolio and investment management, the Money Management account allows you to do what you do best. We deliver professionally managed portfolios for your clients based on a multi-metric criterion, which includes their tolerance for risk, investment goals, financial objectives, tax considerations, and suitability. This fulfills your needs as a professional advisor, allowing you to focus on what you do best.

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

Advisers and Consultants

Our culture supports financial professionals by helping them control their future. Our long-term success is defined by the value we deliver to you, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer more investment products than any other firm, a broad range of financial solutions and strategies, and the best technology to help you grow your business and achieve independence.

Factor Portfolios

Factor investing involves targeting specific drivers of return across asset classes focusing on both macroeconomics and style. Investing in factors can …

Research Platforms

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

Trading Platforms

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

Research

Our global research begins with the broadest measure of the overall economy, and then narrows down to individual industries and sectors.

Money Management Services

Galleon Money Management provides your clients with personalized service, individualized portfolios, and ongoing management. Utilizing our zero commission, ultra-low-fee iCore Accounts, you give your clients access to over 120 sub-accounts that are professionally managed. Our expertise in portfolio management, combined with extensive technical and research resources allow us to make investment decisions that have a higher probability of success, while allowing you to maintain that all-important relationship with your client.

Institutional Trading

We give institutional clients the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers.
Institutional services can be blended and added at any time to fit with your institutions changing needs.