Galleon Professional Advisory Services

Powered by relationships without incentives

At Global Advisers, our Galleon 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.
Explore our advisory services below and contact us with any questions.

Clarity about your goals creates confident about your financial future.

Get ongoing access to an advisor whenever you need it. Our goal is to make sure you are getting the right level of service. Take our quiz to see if partnering with us makes sense.

Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.

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Our Managed Estate and Trust Services help to ensure that your assets are protected. We begin with formulating a strategy that is consistent with your vision and your values. After we develop and present a plan to you, we provide comprehensive management on everything that matters to your estate and trust plans, including changes in regulatory policy and tax laws, and the stocks, bonds, mutual funds, ETFs, and other marketable securities within the trust account. There is literally no other way to take care of something as important as your legacy and your future.

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Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning. We are committed to producing the best results for our family office clients. To accomplish this goal, we focus on tax, trust, and estate planning, philanthropic management, family governance and dynamics, and cash management and lending.

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Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world. Our goal is to assist clients in translating their personal values and family legacies into results-oriented, strategic giving programs to help them achieve their philanthropic goals. We aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world.

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Your personal values matter. Does your personal investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.

We offer professionally managed sustainable investing accounts for investors seeking long-term, values-based capital investments.

 

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Galleon Financial Planning™ takes into consideration all aspects of your wealth and income when preparing your plan. Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.

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See what our services include

Is advice right for you?

Professional advisor

$50,000+

  • Annual fee: no more than 0.0175[1]
  • Free, basic financial plan[2]
  • Investment education on-demand[3]
  • Investment Style: Active
  • Access to financial advisor
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  • Banking Solutions
  • Cash Management
  • Checking and Savings
  • Financial Counseling
  • Insurance Solutions
  • Retirement Planning
  • Retirement Income Planning
  • Asset Management
  • Portfolio Analytics
  • Portfolio Design
  • Portfolio Management
  • Risk Management Analytics
  • Sustainable Investing

Wealth Management

$500,000

  • Dedicated Wealth Manager
  • Comprehensive Financial Planning
  • Ongoing investment education
  • Extensive portfolio analytics and reporting
  • Access to all iCore accounts
  • Trust, Estate, and Retirement planning
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  • Banking Solutions
  • Cash Management
  • Checking and Savings
  • Financial Counseling
  • Insurance Solutions
  • Retirement Planning
  • Retirement Income Planning
  • Asset Management
  • Fixed Income Solutions
  • Portfolio Analytics
  • Portfolio Design
  • Portfolio Management
  • Risk Management Analytics
  • Sustainable Investing
  • Tax Strategies
  • Wealth Management
  • Trustee Services

Private Wealth Management

$2 million+

  • Active investment management
  • Risk management and metrics
  • Cash management
  • Estate and Trust services
  • Legacy planning
  • Family office advisory
  • Managed Philanthropy
  • Tax strategies
  • Wealth analytics and solutions
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  • Banking Solutions
  • Cash Management
  • Checking and Savings
  • Private Banking
  • Cash Management and Lending
  • Family Governance and Dynamics
  • Lifestyle Advisory
  • Philanthropy Management
  • Private Health Care Advisory
  • Trust, Tax, and Estate Planning
  • 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
  • Private Wealth Management
  • Charitable Services
  • Trustee Services

Compare our services
Asset
Management
iCore
Galleon Advisor
Services
Galleon Flagship™ Select
Galleon Wealth
Management
Galleon Flagship™ Gold
Galleon Private
Wealth Management
Galleon Flagship™ Platinum
Services begin at$5,000$50,000$500,000$2,00,000+
Feesno more than 0.04%no more than 0.0175%no more than 0.015%no more than 0.015%
Investment Style
Core strategies
Active Management
Management Style
Self-Managed
Financial Advisor
Wealth Management Team
SERVICES AND SOLUTIONS [1]
iCore
Galleon Flagship™ Select
Galleon Flagship™ Gold
Galleon Flagship™ Platinum
Banking and Lending
Banking Solutions
Cash Management
Checking and Savings
Private Banking
Family Office Services
Cash Management and Lending
Family Governance and Dynamics
Lifestyle Advisory
Philanthropy Management
Private Health Care Advisory
Trust, Tax, and Estate Planning
Financial Planning
Corporate and Executive Services
Financial Counseling
Insurance Solutions
Retirement Planning
Retirement Income Planning
Investment Management
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.

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.

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.

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.

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.

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.

Ready to begin?

Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
No commas or special characters.
Fees over ten years*$

Your goals are also our goals

As a fiduciary, it’s our job to place your interests first.

Always.

No matter where you are in achieving your goals, we are always there to help you get to the next level.

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Global Advisers