Special Purpose Accounts

Overview

Our Special Purpose Accounts are intentionally designed to follow a specific investment strategy, and to meet specific investment needs. Sometimes, those needs  include more than just earning an annual rate-of-return through capital gains and/or dividends. For these types of special needs, where investors are equally interested in making an impact both globally and within the community, our Impact Investing and Green Portfolios target specific factors that are beneficial towards the environment.

For investors seeking a potentially higher-than-average return, we offer the Capital Introduction Program for Hedge Funds. Through our program, we advise Accredited Investors or Qualified Purchasers under SEC rules who are suitable for hedge fund investing on various data-points that help make informed-decisions regarding hedge fund investing, annual rates of return and risk, and hedge fund selection.

We also offer medical accounts, which allows you to invest in a broad range of investment products through a qualified Health Savings Account (HSA). To be eligible, you must be enrolled in a High-Deductible Health Plan (HDHP). Health Savings Accounts also have some important tax advantages.

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.

View account details >

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.

View account details >

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.

View all types and details >

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.

View details >

+ 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.

View account details >

+ 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, 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.

View account details >

+ 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.

View all types and details >

+ Medical
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.

View details >

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

Appointment

Make an appointment

Special Purpose Accounts

Our Special Purpose Accounts are intentionally designed to follow a specific investment strategy, and to meet specific investment needs. Sometimes, those needs  include more than just earning an annual rate-of-return through capital gains and/or dividends. For these types of special needs, where investors are equally interested in making an impact both globally and within the community, our Impact Investing and Green Portfolios target specific factors that are beneficial towards the environment.

For investors seeking a potentially higher-than-average return, we offer the Capital Introduction Program for Hedge Funds. Through our program, we advise Accredited Investors or Qualified Purchasers under SEC rules who are suitable for hedge fund investing on various data-points that help make informed-decisions regarding hedge fund investing, annual rates of return and risk, and hedge fund selection.

We also offer medical accounts, which allows you to invest in a broad range of investment products through a qualified Health Savings Account (HSA). To be eligible, you must be enrolled in a High-Deductible Health Plan (HDHP). Health Savings Accounts also have some important tax advantages.

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.

View account details >

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, 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.

View account details >

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.

View all types and details >

Medical

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.

View details >

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

Appointment

Make an appointment