Special Purpose Accounts

Special Purpose Accounts

Overview

We offer professionally managed specialty accounts for individuals, families, and businesses seeking:

Impact Investing

The Galleon Impact Investing Account allows you to invest your money in a professionally managed account, make a donation using our money, not yours, and receive an American Express gift card for maintaining an account with us. We donate a large percentage of our fees to one of several well-known charitable organizations that focus on the the well-being of our environment.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Impact Investing account makes it possible for you to make a difference.

Sustainable Investing

Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.

Green Portfolios

Our Green Account provides impact and socially conscious investors with a dedicated, managed solution to environmentally and ethically sound investment portfolios. The account allows investors to maintain peace-of-mind in knowing that their money is invested in companies that meet certain criteria. All accounts are professionally managed. No worrying about which securities to select—all portfolio selection, balancing, and ongoing management is handled by Global Advisers.

For individuals, families, and businesses that want to invest in marketable securities that make a positive impact on the environment and the communities in which they operate, we offer a managed solution through our Green Portfolios. All accounts are professionally managed, and each security in the portfolio is strictly vetted for consistency with environmentally and ethically acceptable standards.

Health Savings Account

We offer several different types of accounts for investors interested in the medical/healthcare/bio-medical fields. Each account is intentionally designed to meet a specific purpose, either tax-efficiency and medical bill payments, or growth and capital gains.

The Health Savings Account (HSA) is used for qualified healthcare expenses. To be eligible, you must be enrolled in a High-Deductible Health Plan (HDHP). Health Savings Accounts also have some important tax advantages.

Our Global Healthcare Account (GHA) provides an ultra-low-fee strategy for investing long-term in the medical, healthcare, and bio-medical fields.

Hedge Funds

For qualified investors, we provide access to hedge fund managers whose investment style matches theirs. We vet all managers, and we provide access to only those that meet our strict criteria, focus on consistent returns, and have your best interest in mind.

We offer Smart Beta Hedge Fund Portfolios to qualified investors as part of our Managed Account services. To qualify, investors must meet the minimum regulatory requirements for accredited investors, and have an actively managed Asset Management, Wealth Management, or Private Wealth Management account with Global Advisers.

Overview

Overview

We offer professionally managed specialty accounts for individuals, families, and businesses seeking:

Impact Investing

Impact Investing

The Galleon Impact Investing Account allows you to invest your money in a professionally managed account, make a donation using our money, not yours, and receive an American Express gift card for maintaining an account with us. We donate a large percentage of our fees to one of several well-known charitable organizations that focus on the the well-being of our environment.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Impact Investing account makes it possible for you to make a difference.

Sustainable Investing

Sustainable Investing

Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.
Green Portfolios

Green Portfolios

Our Green Account provides impact and socially conscious investors with a dedicated, managed solution to environmentally and ethically sound investment portfolios. The account allows investors to maintain peace-of-mind in knowing that their money is invested in companies that meet certain criteria. All accounts are professionally managed. No worrying about which securities to select—all portfolio selection, balancing, and ongoing management is handled by Global Advisers.

For individuals, families, and businesses that want to invest in marketable securities that make a positive impact on the environment and the communities in which they operate, we offer a managed solution through our Green Portfolios. All accounts are professionally managed, and each security in the portfolio is strictly vetted for consistency with environmentally and ethically acceptable standards.

Medical (HSA)

Health Savings Account

We offer several different types of accounts for investors interested in the medical/healthcare/bio-medical fields. Each account is intentionally designed to meet a specific purpose, either tax-efficiency and medical bill payments, or growth and capital gains.

The Health Savings Account (HSA) is used for qualified healthcare expenses. To be eligible, you must be enrolled in a High-Deductible Health Plan (HDHP). Health Savings Accounts also have some important tax advantages.

Our Global Healthcare Account (GHA) provides an ultra-low-fee strategy for investing long-term in the medical, healthcare, and bio-medical fields.

Hedge Funds

Hedge Funds

For qualified investors, we provide access to hedge fund managers whose investment style matches theirs. We vet all managers, and we provide access to only those that meet our strict criteria, focus on consistent returns, and have your best interest in mind.

We offer Smart Beta Hedge Fund Portfolios to qualified investors as part of our Managed Account services. To qualify, investors must meet the minimum regulatory requirements for accredited investors, and have an actively managed Asset Management, Wealth Management, or Private Wealth Management account with Global Advisers.

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

Impact Investing

We offer professionally managed  Green Accounts for investors seeking:

  • pure-play long-term investment growth that stems primarily from companies committed to strict ESG standards and environmentally friendly business practices
  • broad exposure to investment products and global markets in the ESG space
  • ultra-low-fee core accounts
  • highly-competitive managed account fees

Sustainable Investing

Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.

Green Portfolios

We offer professionally managed  Green Accounts for investors seeking:

  • pure-play long-term investment growth that stems primarily from companies committed to strict ESG standards and environmentally friendly business practices
  • broad exposure to investment products and global markets in the ESG space
  • ultra-low-fee core accounts
  • highly-competitive managed account fees