Galleon Core accounts are for investors who seek a low-fee option to invest in the stock, bond, and commodity markets, and do not seek additional services such as financial or estate planning, wealth management services, managed philanthropy, or retirement planning. Investors in need of these types of services should contact us to talk about our comprehensive wealth management and financial planning services.
Core accounts are managed differently than full-service, actively managed accounts in that Core accounts are rebalanced annually; do not qualify for margin trading; and do not include hedge funds, US Spot Gold, futures, options on futures, derivatives (except covered call writing), and metals.
Core accounts are available for IRAs, individual accounts, business accounts, and trust accounts.