The services we provide to our clients center around advice, portfolio management, and administration. Whether you are looking for financial planningtrust & estate administrationinvestment management, or solutions for retirement, your dedicated team of investment professionals is always available.
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.
Trust Account

Plan ahead and simplify the management and protection of your assets.

Estate Account

Manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses.

Estate and Legacy Planning

Designing a legacy that is consistent with your vision and values is a personal and complex process.

Charitable Economic Opportunities Account

Professionally managed account that invests in companies that make a difference, and makes a donation to your preferred charity.

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

Investment Management

Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth…

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.