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

Galleon Flagship Services

Galleon is our premium account management services for investors 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.

College Planning

Are you planning to help your children, grandchildren or another child close to you with their education expenses? Or thinking of taking classes yourself? There are many options to help you achieve this goal. We suggest taking some time to think critically about the future costs, which includes more than the cost of tuition.
Global Advisers Managed Accounts

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.