Our Asset Management Services offers professional management & a sophisticated approach to investing. For individuals, families, and organizations with less than $100,000 in net-worth, we provide a comprehensive asset management program that helps you build your wealth to the next level. Our investment research supports our investment management strategies, allowing us to identify opportunities. We complement these services with dedicated client service, robust execution capabilities, and innovative technologies.

We support individuals, families, and organizations with professional management of a diversified portfolio that might include fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s. Each account is managed professionally by Global Advisers. We work together with each client individually to develop a portfolio that is consistent with their financial goals, long-term objectives, and tolerance for risk.

Asset Management at Global Advisers takes a global perspective on investing. We identify opportunities for our clients in ETF’s, Mutual Funds, and other types of securities that align with current political and economic conditions.

Global Advisers Investment Services

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


Ext — 1402

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

Galleon Asset Management

Galleon Asset Management takes a global perspective on investing. Our Core Accounts provide an ultra-low-fee option that covers all asset classes, sectors, and industries. Combined with our decades of expertise in investment management, we identify opportunities for our clients that align with current political, economic, social, environment, and market conditions.

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 …

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…

Retirement Planning

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


Behind every great algorithm lies a person or group of people who conduct the research, test for discrepancies, and determine core strategies. InvestAlytics is the technology we invented and use regularly to analyze and identify investment opportunities for our Wealth Management clients.