Professional Accounts

Advanced accounts for finance professionals, money managers, and institutions.

Advanced accounts for finance professionals, money managers, and institutions.

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
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Professional Advisors

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.

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.

Institutions

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

Next Steps

If you know which professional account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your business goals.

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
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Professional Advisors

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.

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.

Institutions

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

Next Steps

If you know which professional account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your business goals.
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
  • ability to open and manage accounts in 219 countries
  • the most advanced trading and research platforms available

Advisors

Professional Advisors

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.
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.
Institutions

Institutions

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

Next Steps

If you know which professional account is right for you, open an account and complete the application. If you prefer to speak to us first, please schedule some time to discuss your business goals.

Advisors 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.

Adviser

Our culture supports financial professionals by helping them control their future. Our long-term success is defined by the value we deliver to you…

Money Management

We deliver professionally managed portfolios for your clients based on a multi-metric criteria, which includes their tolerance for risk, investment…

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 …

Money Management Services

Galleon Money Management provides your clients with personalized service, individualized portfolios, and ongoing management. Utilizing our zero commission, 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.

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