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.
Thatโs why we offer a transparent, institutional-grade approach to asset managementโrooted in broad diversification, tax efficiency, and low-cost implementation. We donโt sell products. We donโt 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 principlesโdesigned 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 backgroundโwhile you focus on running the business.
Business Account Features
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. Itโs ideal for:
Key Benefits
We believe asset management should be aligned with your interestsโnot sales goals or product incentives. Thatโs 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 youโre paying and whyโand confidence that every recommendation is made with your best interest in mind.
Fees & Expenses
We believe asset management should be aligned with your interestsโnot sales goals or product incentives. Thatโs 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 youโre paying and whyโand confidence that every recommendation is made with your best interest in mind.
Letโs Talk
800.832.8514
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