Numismatic Advisory

SERVICES FOR GALLEON FLAGSHIP CLIENTS
Numismatics involves the study and/or collection of currency, which includes rare gold and silver coins. The rare coin (RC) and ultra-rare coin (URC) market consists of various types of gold and silver coins that meet specific criteria, including rarity, mintage, certification*, authentication, and investment analysis.

While there are literally millions of gold and silver coins, only those that meet strict requirements comprise a good investment opportunity. Global Advisers’ numismatists have over 30 years of professional experience evaluating the RC and URC markets, and helping clients diversify their wealth with investments in rare gold and silver coins.

Numismatic services:

  • analysis of current holdings
  • recommendations and acquisitions of investment-quality certified* coins
  • recommendations for storage and resale
  • regular reporting of current holdings value
  • asset allocation models for current marketable securities and rare coins
  • portfolio rebalancing and recommendations for market timing

Fees for Galleon Flagship Clients

  • Fees: none
  • Services charges: none

*We offer acquisition services for certified coins graded by the Professional Coin Grading Service (PCGS), or the Numismatic Guaranty Corporation (NGC) services only. For clients with raw (ungraded) coins, we arrange for coin grading through one of the coin grading services. Global Advisers, LLC does not rate or certify coins. Global Advisers has no affiliation with PCGS, NGC, or any other coin grading service or broker.

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

Seeking Income

If you are seeking income from your investments, we can show you strategies and help you identify opportunities are present even in a low interest rate environment…

Read more

Our Solutions

Retirement Planning

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

Retirement Planning

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

SEP IRA

No minimum to open
Pre-Tax Contribution
Early withdrawal penalty
Wide array of investment options

SEP IRA & Small Business Plans

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.