GALLEON FLAGSHIP

Galleon is our premium account management service for investors with $100,000 US or more in total household assets.

Investing with Galleon Flagship Services

Galleon is our premium account management services for the following types of client accounts:

  • Investors with $100,000 or more in total household assets
  • Investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning

 

As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Helping you look at your wealth holistically is important to us. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs.

These include specialists in areas such as estate planning, trust services, financial planning and advice, and philanthropy.

Account Structures

Your account structure and benefits depends on your total household assets.

StructureTotal Household AssetsBenefits
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
Exclusive benefits

When you call, you’ll speak with a Wealth Manager who will act as your guide to all the services we offer our high-net-worth clients. Whenever you’re facing a complex situation or change in circumstances, your investment team will coordinate personalized, expert help that’s tailored to your needs.

You’ll have access to these important benefits:

Financial advice from an experienced financial professional through Galleon’s Personal Advisor Services—anytime. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.

As your needs grow, so will your support.

Once you’ve accumulated $1 million or more in total household assets, you’ll become a Flagship Platinum client, which provides the extensive wealth management services you need.

When you receive investing help from Galleon, know that our professionals are registered investment advisors who do not receive commissions. So you can be confident that we’ll make every decision with only your needs in mind.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

833-GALLEON (425-5366)


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Appointment

Make an appointment

Core Account Screener

Try our new screener to build an account that suits your goals and objectives.

Our Galleon team creates innovative investment products and services that represent the needs of investors, families, and businesses. Galleon Accounts provide an ultra-low-fee structure to invest in specific factors, industries, and sectors, while Galleon Flagship Services provide benefits for investors seeking better account management.

Appointment

Make an appointment

Core Account Screener

Try our new screener to build an account that suits your goals and objectives.

Galleon Accounts
Before you decide on next-steps, talk to us to learn more about how we can help.

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Intentionally designed to help you meet your goals and objectives.

Depending on the complexity of your personal financial situation, your financial adviser and team will recommend a specific course of action. We deliver a highly-detailed plan in writing, which is designed to address your financial objectives. For individuals, married couples, and families with basic financial planning needs, you may qualify for our One Fee Program. For more complicated plans, and for business planning, your adviser may recommend an hourly fee. Regardless, we provide extremely competitive fees, and ongoing support and service that will help your achieve your financial and investment goals.
Global Advisers Financial Planning
Before you decide on next-steps, talk to us to learn more about how we can help.

401k Rollovers

Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your…

529 Plans

A 529 Plan allows you to save for college while your money grows tax-deferred. The 529 Plan is designed to meet the needs of virtually every family and every …

Advisors

Build a Modern Advisory Practice

Africa and the Middle East

Appointment

Make an appointment

Artificial Intelligence Risks and Rewards

Everything we love about civilization is a product of intelligence, so amplifying our human intelligence with artificial intelligence has the potential of helping civilization flourish like never before – as long as we manage to keep the technology beneficial.

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning. As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Select a level of service to learn more

Flagship PlatinumFlagship GoldFlagship Select
Galleon Flagship Services
Before you decide on next-steps, talk to us to learn more about how we can help.

We combine planning, prodcuts, and solutions to provide unique solutions that are intentionally designed to address your specific goals and objectives.

Galleon Flagship Solutions
Before you decide on next-steps, talk to us to learn more about how we can help.

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

Clients with total household assets of more than $100,000 are managed through Galleon Wealth Management, our private client division. Galleon Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs.

We work closely with high net worth clients to understand their financial goals, and design customized solutions that meet their increasingly complex needs. The result is a long-term wealth management partnership structured around a sound investment strategy that strives to achieve long-term goals that are consistent with your goals and objectives.

Wealth Management
Before you decide on next-steps, talk to us to learn more about how we can help >

Appointment

Make an appointment

Core Account Screener

Try our new screener to build an account that suits your goals and objectives.

Galleon International

Diversified Investing

Business Investing

Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing …

Money Management

We deliver professionally managed portfolios for your clients based on a multi-metric criteria, which includes their tolerance for risk, investment…

Products

Global Advisers is a leading provider of equity & debt investment strategies with expertise that spans across the equity, debt, derivatives, leveraged…

The Galleon IRA

As Individual As You

Services for Businesses

The services we provide to our business clients focus on creating cash flow, providing investment advice, portfolio management, and…

Galleon Flagship Platinum Services

Galleon Flagship Platinum is our premium account management services for clients with total assets over $1,000,000 US

Retirement Services

Services for Retirement ▸
Our retirement services compliment our financial planning and solutions services. They are designed to help our clients prepare for retirement, create wealth, and …

+ Overview

Investing with Galleon Flagship Services

Galleon is our premium account management services for the following types of client accounts:

  • Investors with $100,000 or more in total household assets
  • Investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning

 

As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Helping you look at your wealth holistically is important to us. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs.

These include specialists in areas such as estate planning, trust services, financial planning and advice, and philanthropy.

Account Structures

Your account structure and benefits depends on your total household assets.

StructureTotal Household AssetsBenefits
Asset Management$50,000Premium Select
Wealth Management$100,000Galleon Flagship Gold
Private Wealth Management$1,000,000Galleon Flagship Platinum
Exclusive benefits

When you call, you’ll speak with a Wealth Manager who will act as your guide to all the services we offer our high-net-worth clients. Whenever you’re facing a complex situation or change in circumstances, your investment team will coordinate personalized, expert help that’s tailored to your needs.

You’ll have access to these important benefits:

Financial advice from an experienced financial professional through Galleon’s Personal Advisor Services—anytime. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.

As your needs grow, so will your support.

Once you’ve accumulated $1 million or more in total household assets, you’ll become a Flagship Platinum client, which provides the extensive wealth management services you need.

When you receive investing help from Galleon, know that our professionals are registered investment advisors who do not receive commissions. So you can be confident that we’ll make every decision with only your needs in mind.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

833-GALLEON (425-5366)


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Appointment

Make an appointment

Core Account Screener

Try our new screener to build an account that suits your goals and objectives.

+ Accounts

Our Galleon team creates innovative investment products and services that represent the needs of investors, families, and businesses. Galleon Accounts provide an ultra-low-fee structure to invest in specific factors, industries, and sectors, while Galleon Flagship Services provide benefits for investors seeking better account management.

Appointment

Make an appointment

Core Account Screener

Try our new screener to build an account that suits your goals and objectives.

Galleon Accounts
Before you decide on next-steps, talk to us to learn more about how we can help.
+ Planning

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Intentionally designed to help you meet your goals and objectives.

Depending on the complexity of your personal financial situation, your financial adviser and team will recommend a specific course of action. We deliver a highly-detailed plan in writing, which is designed to address your financial objectives. For individuals, married couples, and families with basic financial planning needs, you may qualify for our One Fee Program. For more complicated plans, and for business planning, your adviser may recommend an hourly fee. Regardless, we provide extremely competitive fees, and ongoing support and service that will help your achieve your financial and investment goals.
Global Advisers Financial Planning
Before you decide on next-steps, talk to us to learn more about how we can help.

401k Rollovers

Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your…

529 Plans

A 529 Plan allows you to save for college while your money grows tax-deferred. The 529 Plan is designed to meet the needs of virtually every family and every …

Advisors

Build a Modern Advisory Practice

Africa and the Middle East

Appointment

Make an appointment

Artificial Intelligence Risks and Rewards

Everything we love about civilization is a product of intelligence, so amplifying our human intelligence with artificial intelligence has the potential of helping civilization flourish like never before – as long as we manage to keep the technology beneficial.

+ Services

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning. As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Select a level of service to learn more

Flagship PlatinumFlagship GoldFlagship Select
Galleon Flagship Services
Before you decide on next-steps, talk to us to learn more about how we can help.
+ Solutions

We combine planning, prodcuts, and solutions to provide unique solutions that are intentionally designed to address your specific goals and objectives.

Galleon Flagship Solutions
Before you decide on next-steps, talk to us to learn more about how we can help.
+ Wealth Management

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

Clients with total household assets of more than $100,000 are managed through Galleon Wealth Management, our private client division. Galleon Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs.

We work closely with high net worth clients to understand their financial goals, and design customized solutions that meet their increasingly complex needs. The result is a long-term wealth management partnership structured around a sound investment strategy that strives to achieve long-term goals that are consistent with your goals and objectives.

Wealth Management
Before you decide on next-steps, talk to us to learn more about how we can help >

Appointment

Make an appointment

Core Account Screener

Try our new screener to build an account that suits your goals and objectives.

Galleon International

Diversified Investing

Business Investing

Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing …

Money Management

We deliver professionally managed portfolios for your clients based on a multi-metric criteria, which includes their tolerance for risk, investment…

Products

Global Advisers is a leading provider of equity & debt investment strategies with expertise that spans across the equity, debt, derivatives, leveraged…

The Galleon IRA

As Individual As You

Services for Businesses

The services we provide to our business clients focus on creating cash flow, providing investment advice, portfolio management, and…

Galleon Flagship Platinum Services

Galleon Flagship Platinum is our premium account management services for clients with total assets over $1,000,000 US

Retirement Services

Services for Retirement ▸
Our retirement services compliment our financial planning and solutions services. They are designed to help our clients prepare for retirement, create wealth, and …