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.

800-832-8514


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

Asset Allocation

As an investment principle, allocating among different asset classes can have a large impact on portfolio performance. While asset …

Seeking Income

If you are seeking income from your investments, we can show you strategies and help you identify opportunities are present even in a low interest rate environment…

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.

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.

Galleon Flagship Gold Services

Galleon Flagship Gold is our premium account management services for clients with total assets between $100,000 and $1,000,000 US.

Galleon Flagship Platinum Services

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

Galleon Flagship Select Services

Galleon Premium Select is our account management services for Asset Management clients with total assets over $50,000 US who want professional management of a portfolio that includes fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s.

Solutions

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

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.

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.

800-832-8514


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

Asset Allocation

As an investment principle, allocating among different asset classes can have a large impact on portfolio performance. While asset …

Seeking Income

If you are seeking income from your investments, we can show you strategies and help you identify opportunities are present even in a low interest rate environment…

Planning

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.
Services

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.

Galleon Flagship Gold Services

Galleon Flagship Gold is our premium account management services for clients with total assets between $100,000 and $1,000,000 US.

Galleon Flagship Platinum Services

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

Galleon Flagship Select Services

Galleon Premium Select is our account management services for Asset Management clients with total assets over $50,000 US who want professional management of a portfolio that includes fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s.

Solutions

Solutions

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

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.