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

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...

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.

Galleon International Growth Account Overview and Performance

Account Performance Galleon International Growth FACTS AND DATASHEET The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. [...]

Galleon International

Diversified Investing

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.

Business Planning

For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a financial plan…

College Planning

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…

Divorce Planning

It’s safe to say that no one goes into a marriage expecting it to end. However, in the end, it all comes down to an equitable distribution of the marital assets…

Estate Planning

It’s never too early to begin thinking about your legacy or to design your estate plan. Your legacy transcends money — it also encompasses your values. A plan …

Life Events

As time goes on, and you achieve certain milestones, your financial life changes along with other aspects of your life. These changes affect both you and …

Retirement Planning

Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and …

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 >

Asset Management

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …

Private Wealth Management

As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and ...

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...

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

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...

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.

Galleon International Growth Account Overview and Performance

Account Performance Galleon International Growth FACTS AND DATASHEET The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. [...]

Galleon International

Diversified Investing

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.

Business Planning

For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a financial plan…

College Planning

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…

Divorce Planning

It’s safe to say that no one goes into a marriage expecting it to end. However, in the end, it all comes down to an equitable distribution of the marital assets…

Estate Planning

It’s never too early to begin thinking about your legacy or to design your estate plan. Your legacy transcends money — it also encompasses your values. A plan …

Life Events

As time goes on, and you achieve certain milestones, your financial life changes along with other aspects of your life. These changes affect both you and …

Retirement Planning

Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and …

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 >

Asset Management

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that …

Private Wealth Management

As a wealthy individual, family, or organization, you are working to protect and grow your wealth, enjoy financial security, and build a lasting legacy. Successful wealth management is an integrated and ...

Wealth Management

Our solutions are carefully designed to help our clients achieve their financial goals and objectives. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth ...