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 Platinum 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.
As a Flagship Gold client at Global Advisers, you get personalized services. We look at your wealth holistically. 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.
As a Galleon Premium Select client at Global Advisers, you get personalized services reserved for investors with total household assets greater than $50,000 but less than $100,000. You’ll have exclusive resources available to you, including financial advisers who can help you meet your investment goals and objectives. These include specialists in areas such as estate planning, trust services, financial planning and advice.
For investors with total household assets of at least $100,000 we identify investment opportunities to help them reach their financial goals and objectives. We complement regular services with robust execution capabilities, innovative technologies, and dedicated client service. The result is a long-term partnership structured around a sound investment strategy that strives to achieve long-term results.
Galleon Futures makes it easy to include a managed futures account into your lifestyle. Your account is continually managed by a team of professional money managers and Commodity Future Advisers (CTA). Together, they establish your tolerance for risk, learn about your financial goals and objectives, and ensure that the investments made in your portfolio are suitable for you.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


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

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 ...

Galleon Flagship 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 …

Galleon Managed Futures

Galleon Managed Futures Accounts are operated on your behalf by professional Commodity Trading Advisers (CTA). The account may …

Galleon Wealth Management

Clients with total household assets of more than $100,000 are managed through Galleon Wealth Management, our private client division…

US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).

IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:

  • No cash borrowing (i.e. cannot have a debit balance or short stocks).
  • IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
  • Withdrawals are permitted only in USD.*
  • No stock or option cross-margining.
  • No currency borrowing.
  • Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.

Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.