Specialty Accounts

Percentage of Families with no long-term investment strategy

Speciality Accounts

You are an individual seeking professional advice and guidance on your investments, financial plan, and management of your net worth. You’re a married couple either just starting out, or you’ve been married for many years and need someone to provide an investment and wealth preservation strategy for your hard-earn money. You’r a high-net-worth individual or family that requires financial and managerial expertise in managing you money. Whoever you are, we are here to provide this type of help and much more.

Overview

Special Purpose Accounts are intentionally designed to meet specific investment needs that includes more than just the annual rate-of-return. These accounts are designed for investors that want to invest in specific sectors or industries, or who prefer impact investing, green investing, or charitable investing.

Specialty Accounts for Individuals and Businesses

INDIVIDUAL

An individual account lets you invest in everything from stocks and bonds to mutual funds, ETFs, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $100,000 Managed; $5,000 Prime
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

JOINT

A joint account lets two or more individuals invest in stocks, bonds, mutual funds, ETF’s, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

CUSTODIAL

Invest on behalf of a child with this taxable account. The funds can be used for any expenses, including education.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Learn more about College Planning
Name:*
E-mail:*
Subject:*
Message:*

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

Specialty Accounts for Individuals & Businesses

An individual account lets you invest in everything from stocks and bonds to mutual funds, ETFs, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $100,000 Managed; $5,000 Prime
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

A joint account lets two or more individuals invest in stocks, bonds, mutual funds, ETF’s, and more. Take advantage of Global Advisers research and tools, asset allocation modeling, expert insight, and investment guidance.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Must be 21 or older to open a margin account, 18 or older to open a cash account.

Invest on behalf of a child with this taxable account. The funds can be used for any expenses, including education.

Account Minimum $5,000
Available Account Structures Managed, Prime
Fees Learn more about Fees and Commissions
Important Information Learn more about College Planning
Name:*
E-mail:*
Subject:*
Message:*

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time