What We Offer

What We Offer

When it comes to your wealth, the answers to your questions may be your most valuable asset

We provide investment management and financial planning services for investors seeking professional management of their investments, money, and wealth.

We plan for their financial success through due diligence, affect risk management, strong decision-making, and an unwavering commitment to their success. We are fiduciaries who always do what is in our client’s best interest.

We provide portfolio management and financial planning services for investors seeking professional management of their investments, money, and wealth. We plan for their financial success through due diligence, strong decision-making, and an unwavering commitment to their success. We always do what is in their best interest.

Investment Management

We identify opportunities for our clients that align their preferences with current economic and market conditions. We develop and maintain investment portfolios for investors who seek long-term capital appreciation, income, and management of their assets. Explore Investment Management

Galleon Private Wealth Management

Private Wealth Management

Services start at $2 million

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Galleon Wealth Management

Wealth Management

Services start at $500,000

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asset management

Asset Management

Services start at $50,000

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wealth builder program

Wealth Builder

Less than $50,000

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advice

Advice

Our advisors are here to help you make informed decisions about your financial future.

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Financial Planning

We develop financial plans for people who want to meet their financial needs today and plan for future goals. Each plan is uniquely tailored to your financial goals and objectives. Explore Financial Planning

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. When you engage with us, we prepare a financial plan that focuses on retirement, college, estate, divorce, and business planning.

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. When you engage with us, we prepare a financial plan that focuses on retirement, college, estate, divorce, and business planning.

Our Financial Planning Process

We follow strict guidelines when preparing something as important as your financial plan. Each phase focuses on your goals and ends with a plan designed to help you achieve your financial objectives.

$0

Financial Planning Fee[1]

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Expenses[2]

Global Advisers Save For College

College

A good college plan is a road map that can guide you through school to college, advise you and what to do, and track your progress throughout the process.

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retirement solutions

Retirement

Planning for your retirement involves important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning.

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trust and estate services

Estate

Your legacy transcends money—it also encompasses your values. Designing a legacy that is consistent with your vision and values is a personal and complex process.

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Sustainable Investing

Does your investment portfolio reflect your personal values?
Discover Sustainable Investing

Global Advisers’ expertise in Sustainability Investing lies far deeper than the level of understanding of which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.

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What’s Your ESG Score?

What’s Your ESG Score?

Global Advisers’ expertise in Sustainability Investing lies far deeper than the level of understanding of which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.

Your Values

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

global advisers impact dashboard

Impact App

Invest in companies with the intention of generating a measurable, beneficial impact alongside a financial return.

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ESG Scorecard

We use environmental, social, and governance (ESG) scores for making investment decisions based on more than just financial factors.

global advisers impact investing

Impact Dashboard

The Impact Dashboard helps you track your investments and compare them to values that you have pre-selected in your account.

Family Office Services

Helping you navigate the complex, multigenerational challenges of managing significant wealth. Explore Family Office Advisory Services Planning

1:1

Advisor-to-client ratio

Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict management, and family endowments.

Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict management, and family endowments.

Our integrated approach to planning, which includes family issues, wealth transfer, asset protection, and business succession planning helps you maintain family unity across generations by focusing on family mission, governance, conflict management, and family endowments.

The wealth management component of our family office serices is equally weighted to ensure that each phase receives the proper attention.

  • 1
    Discovery Process
  • 2
    Formulation of tax, trust, and estate stategy
  • 3
    Create customized strategic asset allocation
  • 4

    Integrate tactical asset allocation

  • 5
    Implement customized wealth strategy
  • 6

    Continuous assessment of wealth management needs

We support the resources needed by highly affluent families to manage the complex, multigenerational challenges of managing significant wealth.

Managed Philanthropy

What if we told you that altruism is something that needs to be managed? Explore Managed Philanthropy Services

While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of resources to the service of others whose goal is to affect a positive impact on the world.

Philanthropic causes vary globally. We help nonprofits refine and implement their strategies globally.

Percentage of philanthropists by region.[3]

United States

Europe

Middle East

Asia

  • Healthcare

  • Environment
  • Education
  • Social Issues
  • Religion

While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of resources to the service of others whose goal is to affect a positive impact on the world.

Investor Solutions

Our solutions for individuals and businesses include planning, investing, retirement, debt, cash flow, employee retention, and managed philanthropy. Explore Investor Solutions

retirement income planning

Retirement Solutions

Everyone dreams of a comfortable, secure, and meaningful retirement. Achieving it is another matter.

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Galleon Trust and Estate

Trust and Estate Services

Designing a legacy that is consistent with your vision and values is a personal and complex process.

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banking solutions

Banking Solutions

Our banking solutions include high-yield checking, savings, CDs, bill pay, home loans, and debit Mastercard© to help you manage and save your money.

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insurance solutions

Insurance Solutions

When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs.

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businesses and organizations

Small Business Solutions

Achieve long-term business success through professionally designed and managed investment portfolios, and employee retirement plans

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employee retirement plans

Employee Retirement Plans

Creating and managing a retirement plan can be daunting. We provide advisory and investment management services to help meet the needs of your employees.

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Products and Services

With a wide selection of investment, banking, lending, insurance, and alternative products and services available, we are well-positioned to help our clients meet their financial goals and objectives. Learn more about our products and services.

trading platforms

Investment Products

Every investor’s situation is different. That’s why we offer a wide selection of investment products to help you build a diversified portfolio and meet your investment goals.

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Global Advisers Banking Lending

Banking

Our advisory services do not end with your investments. When you need some guidance on best practices for managing other assets such as cash, checking, or bill pay services, we can help.

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Alternative Investments

Alternative investments support supplemental strategies for traditional long-only positions in stocks, bonds, and cash. Learn if they should have a place in your investment portfolio.

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Discover your investment style

Take our quiz and find out if you would benefit from having your investment portfolio professionally managed.

where to begin

1. Financial Planning fees are included for Wealth Management clients who meet certain criteria. Please see our schedule for regular financial planning fees.

3. Source.https://www.statista.com/chart/3373/the-causes-philanthropists-are-most-concerned-about/