About Us

Global Advisers is determined to change, improve, and optimize how people invest and save.

Global Advisers is determined to change, improve, and optimize how people invest and save.

Global Advisers is a registered investment management firm headquartered in Philadelphia. We offer a comprehensive suite of financial services to a diverse client base, including corporations, organizations, endowments, and discerning individuals globally.

Our Mission

Our mission is to foster long-term investment success for investors at all levels. We achieve this through rigorous management, strategic product selection, and competitive fee structures. We believe that capital serves as a pivotal resource for societal benefit. By prioritizing our clients, embracing innovative ideas, and upholding our commitment to diversity and inclusion, we harness the power of capital to support and elevate our clients’ financial aspirations.

Our Services

As a multi-custodial firm, we can offer a vast array of options for investment, saving, and banking needs. We cater to a variety of investing needs including retirement, individual, joint, organization, employee retirement plans, health savings, trusts, and custodial accounts.

We also support essential banking services through one or more of our custodians, encompassing savings, checking, mortgage loans, and global trading accounts. Our capabilities allow us to open accounts in any country maintaining diplomatic relations with the U.S.

Client Engagement

We typically engage with clients holding a minimum of $500,000 in investable household assets. However, we understand that every financial journey is unique. Our account minimums are negotiable, and we are eager to assist clients starting out with less who are committed to building wealth and securing a financially stable future.

Our People

Our people are our greatest asset. We invest in our team to ensure their interests align with those of our clients and the firm. Our commitment to cultivating a diverse and inclusive workplace mirrors the varied needs of our clients and the communities we serve. It is through the determination and dedication of our team that we are able to deliver exceptional service, create long-term value for our shareholders, and contribute positively to the broader public.

Diversity and Inclusion

We maintain a strong focus on fostering a diverse work environment. This commitment is critical to addressing the unique needs of our diverse client base and to the continuous learning and growth of our team in the dynamic environments we operate within.