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 ...