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Personal Investors

Financial Advisor2024-03-12T02:58:01-04:00

Advice, unconflicted

No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary. Connect with a financial advisor today.

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Powered by relationships without incentives

At Global Advisers, our Wealth Management Services provides professional advice and management of your investments and money in an unconflicted environment. As fiduciaries with no outside incentives, we place our client’s interests first. This helps you understand our perspective and sets the stage for a relationship built on trust, not commissions.

Compare our services or learn more about How We Work for you.

Explore our services

We serve personal and institutional clients who want to change, improve, and optimize how they invest and save.

See what our services include

Is advice right for you?

Professional advisor

$50,000+

  • Annual fee: no more than 0.0175

  • One Free, basic financial plan

  • Investment education on-demand

  • Access to financial advisor

Wealth Management

$500,000+

  • Dedicated Wealth Manager

  • Comprehensive Financial Planning

  • Ongoing investment education

  • Extensive portfolio analytics

Private Wealth Management

$2 million+

  • Active investment management

  • Risk management and metrics

  • Cash management

  • Estate and Trust services

Compare all services

Unsure where to begin?
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Asset
Management

Wealth Builder
Asset
Management

Advisor Services
Wealth
Management

Private Wealth Management
Services begin atLess than $50,000$50,000$500,000$2,000,000+
Feesno more than 0.02no more than 0.0175no more than 0.015no more than 0.010
Investment StylePassiveActive/Passive BlendActiveActive
Core strategies
Active Management
Management StyleDiscretionaryDiscretionaryDiscretionaryDiscretionary
Financial Advisor
Wealth Management Team
SERVICES AND SOLUTIONS
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Wealth Builder
Advisor Services
Wealth Management
Private Wealth Management
Banking and Lending
Banking Solutions
Cash Management
Checking and Savings
Private Banking
Family Office Services
Cash Management and Lending
Family Governance and Dynamics
Philanthropy Management
Private Health Care Advisory
Trust, Tax, and Estate Planning
Financial Planninghourly fee-basedone free basic plan, then hourly fee-based
Corporate and Executive Services
Financial Counseling
Insurance Solutions
Retirement Planning
Retirement Income Planning
Alternative Investments
Asset Management
Fixed Income Solutions
Portfolio Analytics
Portfolio Design and Management
Risk Management Analytics
Sustainable Investing
Tax Strategies
Wealth Management
Private Wealth Management
Managed Philanthropy
Charitable Services
Managed Trust and Estate
Trustee Services

How We Work

Talk

First, we have a conversation

We get to know you. We want to learn more about your goals and dreams. You know there’s no one-size-fits-all approach to financial planning. We know it, too. That’s why the questions we ask help us see your bigger financial picture and craft a plan that’s unique to you.

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Plan

Then, we make some plans

Once we agree that you will benefit from our services, we focus on planning. Your plan serves as a foundation, and your ongoing partnership with us is what helps keep you on track toward reaching your goals over time.

Global Advisers Family Office Solutions1

Partner

We follow through with our partnership

After you review and are comfortable with your plan, we begin our partnership by moving towards implementing it. Your plan may need some adjustments, so we’ll work with you to make it right for you. We search for opportunities to increase your tax efficiency, review market, and economic conditions, and ensure that you’re goals are met.

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Establish

And we review everything before moving forward

We want to make sure your goals are met, so we’ll revisit some items before finally establishing your plan. You may be planning for retirement, saving for education expenses, or looking for strategies to preserve your wealth. We want to make sure we catch every detail.

Global Advisers Lending Solutions Individuals Families

Advise

Building your portfolio

Now that we’ve established a plan that makes sense for you, we go to work. Active portfolio management is reserved for clients who partner with us. Taking into account your unique tolerance and capacity for risk, we develop a portfolio that aligns with your plan.

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Manage

Ongoing stress-tests and analysis

We use state-of-the-art, proprietary portfolio tools and software to stress-test your portfolio against thousands of hypothetical market scenarios. Customized portfolio reports provide deep multi-level views of your investments, allowing us to see how your plan is performing.

Global Advisers Corporate and Executive Services

Get started

How would you like to begin?

Hint:
You can open an account now and add money later. After your account is opened, all you’ll need to do is add your bank information for future transactions.

Discover your investment style

Take our quiz and find out if you would benefit from having your investment portfolio professionally managed.

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