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
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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
- 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.
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.
