Growth and investment

Asset Management for Business

Low-fee investing options for businesses covering all asset classes, sectors, and industries.

Questions?

800-832-8514

Ext 1421

Mon-Fri 8am to 5pm

OVERVIEW

Smarter Investing for Business Owners

At Global Advisers, our asset management services are specifically designed for the unique financial needs of small and midsize business owners. Whether you’re looking to grow retained earnings, manage surplus cash reserves, or plan for future expansion, your investment strategy should be as focused and disciplined as the rest of your operations.

Thatโ€™s why we offer a transparent, institutional-grade approach to asset managementโ€”rooted in broad diversification, tax efficiency, and low-cost implementation. We donโ€™t sell products. We donโ€™t push commission-based funds. Instead, we provide straightforward guidance and hands-on portfolio oversight tailored to help your business capital grow with purpose.

Built for Business Capital

Most business owners are too busy running their company to spend time managing portfolios. Our asset management strategy makes it easy to deploy business capital in a productive way. We offer pre-allocated investment models built on proven asset allocation principlesโ€”designed for liquidity, growth, or preservation based on your goals.

Each portfolio spans major asset classes including domestic and international equities, bonds, and select alternatives. We use low-turnover, tax-efficient fund selection and rebalance portfolios regularly to maintain proper risk alignment.

Whether your business is sitting on excess cash, preparing for a liquidity event, or simply seeking higher returns on reserve funds, we offer a simplified, cost-conscious solution that works quietly in the backgroundโ€”while you focus on running the business.

Business Account Features

  • Diversified exposure across industries, sectors, and asset classes for balanced growth.
  • Tax-efficient strategies with low turnover and optimized fund selection.
  • Low-fee structure using institutional pricing and transparent costs.
  • Long-term asset allocation designed for compounding and capital preservation.
  • Turnkey simplicity with full portfolio management and oversight included.

Is It Right for You?

Our investment strategy is well-suited for business owners, professional practices, and partnerships that want to make their capital more productive. Itโ€™s ideal for:

  • Businesses with significant retained earnings or reserve funds
  • Owners looking to grow capital in a disciplined, hands-off way
  • Firms seeking professional oversight without the high cost of a custom portfolio
  • Enterprises preparing for expansion, acquisition, or a future liquidity event

Key Benefits

We believe asset management should be aligned with your interestsโ€”not sales goals or product incentives. Thatโ€™s why our compensation is simple, fair, and fully disclosed.

We charge a percentage-based advisory fee on assets under management. There are no commissions, revenue-sharing agreements, or hidden product costs. If we provide planning or consulting services outside of portfolio management, those are clearly quoted and agreed upon in advance.

For business clients, this means total clarity on what youโ€™re paying and whyโ€”and confidence that every recommendation is made with your best interest in mind.

  • Diversified Exposure โ€“ Portfolios span industries, sectors, and asset classes for balanced growth.
  • Tax-Efficient Design โ€“ Low turnover and smart fund selection help reduce tax drag.
  • Low-Fee Structure โ€“ Transparent, institutional pricing keeps costs low for businesses.
  • Long-Term Focus โ€“ Strategic allocation targets compounding and risk-adjusted returns.
  • Turnkey Simplicity โ€“ Full portfolio management so you can focus on running your business.

Fees & Expenses

We believe asset management should be aligned with your interestsโ€”not sales goals or product incentives. Thatโ€™s why our compensation is simple, fair, and fully disclosed.

We charge a percentage-based advisory fee on assets under management. There are no commissions, revenue-sharing agreements, or hidden product costs. If we provide planning or consulting services outside of portfolio management, those are clearly quoted and agreed upon in advance.

For business clients, this means total clarity on what youโ€™re paying and whyโ€”and confidence that every recommendation is made with your best interest in mind.

Put your business capital to work with a strategy built for growth, efficiency, and control.

Explore a smarter way to invest.

global adviser asset management for businesses

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Get Started

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Letโ€™s Talk
800.832.8514

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