Clients with total household assets of more than $100,000 are managed through Galleon Wealth Management, our private client division. Galleon Wealth Management offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs.
Galleon Wealth Management
When it comes to your wealth, the answers to your questions could be your most valuable asset.
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. We then identify investment opportunities to help them reach their objectives. We complement these 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 that are consistent with your goals & objectives.
Global Advisers Investment Services
800-832-8514Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Managed Accounts
A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life…
