Special Purpose Accounts

Special Purpose Accounts fulfill the needs of investors seeking additional products and services not typically found in brokerage or retirement accounts.

Special Purpose Accounts fulfill the needs of investors seeking additional products and services not typically found in brokerage or retirement accounts.

What are you saving for?

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

  • specific investment strategies that meet strict criteria (ESG, Impact)
  • potentially higher-than-average returns (Hedge Funds)
  • potential tax-advantaged medical solutions (HSA)
  • broad exposure to investment products and global markets
  • highly-competitive managed account fees

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.

Sustainable & ESG Investing

ESG investing differs slightly from Impact Investing in that is strives to maintain a specific ESG score for your entire portfolio, whereas Impact Investing seeks to make long-term investments in companies that will likely make long-term impacts on the environment. Global Advisers’ expertise in Sustainable and ESG 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.

Health Savings Account

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.

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.

Next Steps

If you know which special purpose 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 investment goals and objectives.

What are you saving for?

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

  • specific investment strategies that meet strict criteria (ESG, Impact)
  • potentially higher-than-average returns (Hedge Funds)
  • potential tax-advantaged medical solutions (HSA)
  • broad exposure to investment products and global markets
  • highly-competitive managed account fees

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.

Sustainable & ESG Investing

ESG investing differs slightly from Impact Investing in that is strives to maintain a specific ESG score for your entire portfolio, whereas Impact Investing seeks to make long-term investments in companies that will likely make long-term impacts on the environment. Global Advisers’ expertise in Sustainable and ESG 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.

Health Savings Account

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.

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.

Next Steps

If you know which retirement 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 investment goals and objectives.
Overview

What are you saving for?

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

  • specific investment strategies that meet strict criteria (ESG, Impact)
  • potentially higher-than-average returns (Hedge Funds)
  • potential tax-advantaged medical solutions (HSA)
  • broad exposure to investment products and global markets
  • highly-competitive managed account fees

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.
Sustainable and ESG Investing

Sustainable & ESG Investing

ESG investing differs slightly from Impact Investing in that is strives to maintain a specific ESG score for your entire portfolio, whereas Impact Investing seeks to make long-term investments in companies that will likely make long-term impacts on the environment. Global Advisers’ expertise in Sustainable and ESG 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.
Medical (HSA)

Health Savings Account

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.
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.

Next Steps

Next Steps

If you know which retirement 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 investment goals and objectives.

ESG and Sustainable Investing

Sustainable & ESG Investing at Global Advisers provides:

  • 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
  • advanced, real-time ESG portfolio score tracking

Healthcare Savings Account

Impact Investing

Impact investors include retail clients, high net worth individuals, family offices, universities, foundations, and non-profit organizations. Our goal is to guide our clients by showing them investing opportunities that meet their goals…

Hedge Funds

Clients who are Accredited Investors or Qualified Purchasers under SEC rules…

Seeking Income

Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. We leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current income.

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