About Us
About Global Advisers
Welcome to Global Advisers, a registered investment management firm headquartered in Philadelphia. We are committed to transforming and optimizing the way people invest and save, offering a comprehensive suite of financial services to corporations, organizations, endowments, and discerning individuals worldwide.
Our Mission
At Global Advisers, 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.
What Makes Us Unique
Global Advisers stands out due to our commitment to excellence and innovation in investment management. Whether you are an individual investor or a large organization, our tailored approach ensures your unique financial goals are met with precision and care.
Our Services
As a multi-custodial firm, Global Advisers offers a vast array of options for investment, saving, and banking needs:
Investment Accounts
- Retirement Accounts: Secure your future with our retirement plans tailored to individual needs.
- Individual and Joint Accounts: Flexible investment options for individuals and joint ventures.
- Organizational Accounts: Customized solutions for corporations and non-profits.
- Employee Retirement Plans: Enhance employee satisfaction with robust retirement options.
- Health Savings Accounts: Manage medical expenses with tax-advantaged savings.
- Trusts and Custodial Accounts: Ensure the financial security of your loved ones with trust and custodial services.
Banking Services
- Savings and Checking: Manage your daily finances with ease.
- Mortgage Loans: Competitive rates and flexible terms for homebuyers.
- Global Trading Accounts: Access international markets and trade with confidence.
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
At Global Advisers, 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. By prioritizing diversity and inclusion, we ensure that a variety of perspectives and ideas are brought to the table, enhancing our ability to serve our clients effectively.
Learn more about us
Ready to learn more about how Global Advisers can help you achieve your financial goals? Contact us today at 1-800-832-8514, send us a message, or follow us on Linkedin to stay updated with our latest insights and offerings.
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.
