Our business model serves personal and institutional clients across the country. Learn more about our Wealth Management, Asset Management, Family Office, and Charitable Services. Contact us to schedule an appointment.
Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.
The Global Advisers Wealth Builder program is designed for investors with less than $50,000 seeking an advisor-guided, disciplined, systematic approach to investing. Core accounts provide individual investors opportunities in all industries, sectors, and asset classes.
Financial planning takes into consideration all aspects of your wealth and income when preparing your plan. Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs and make your plan more manageable.
Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning. We are committed to producing the best results for our family office clients. To accomplish this goal, we focus on tax, trust, and estate planning, philanthropic management, family governance and dynamics, and cash management and lending.
Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world. Our goal is to assist clients in translating their personal values and family legacies into results-oriented, strategic giving programs to help them achieve their philanthropic goals. We aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world.
Accounts opened in India can only use INR as the base currency. Accounts opened in Japan can only use JPY as the base currency.
Fees are charged in the currency of the traded product and liquidations may occur if fees result in negative (short) non-base currency balances.
Please note that for commodities, including futures, futures options, and single stock futures, "margin" refers to the amount of cash that must be put up BY THE CLIENT as collateral to support a transaction, in contrast to the margin for securities which refers to the amount of cash a client borrows from the custodian.
Global Advisers does not maintain a physical office at this location. Through our partnership with IWG, plc, a Britsh holding company, we are able to provide meeting locations to our clients at this location if they request in-person meetings. Due to COVID-19 restrictions and associated risks, we encourage clients to meet with us virtually via Zoom.
Unless otherwise noted, accounts can be funded in any of the following currencies: AUD,
Accounts with prime services require a minimum of USD 1,000,000 or USD equivalent.
Margin accounts have the ability to trade in all available countries.
Securities and cash are managed through our custodian, who has an active financial license to operate in this country. Global Advisers does not hold assets for any client and is not a custodian. We provide fee-based services to clients in this location.
Nothing on this website should be taken as advice to buy or sell any investment product. Speak to your financial advisor before investing.
Brokerage and insurance products: Are not deposits • Are not FDIC-insured • Are not insured by any federal government agency • Are not guaranteed by the bank or any affiliate of the bank • May lose value
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