Special Purpose Accounts
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.
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, making for a stress-free experience for investors. 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.
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.
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.