Services for Financial Professionals

OUR SERVICES
For professional advisers, consultants, and institutions, our services provide access to global markets that integrate our leading investment management capabilities with each client’s needs. Our ultra-low-fee platform provides ongoing support and powerful trading and research platforms.

Global Advisers provides professional services to help your clients meet their financial goals and objectives. We are dedicated to serving the unique needs of your clients by delivering exceptional investment and account management services and custom alternative investment programs.

Adviser Services

Are you an independent financial adviser? Global Advisers has a culture of true independence where you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and our services are intentionally designed to help you maintain your current relationships, grow your business, and make new connections.

Institutional Services

For Institutional clients, we provide an ultra-low-fee platform that includes insights, solutions, and strategies that are intentionally designed to improve your overall efficiency. You gain access to the best trading and research platforms and technologies, innovative research, and a steadfast commitment to our Business Principles. Our goal is to help you achieve a higher level of success through access to a deeply resourced network of investment professionals who take a research-driven approach to uncovering opportunities and risks.

Money Management Services

If you’re an independent financial adviser or consultant, and you prefer to focus on building assets vs. managing them, consider our Money Management Program. If you’re a great relationship builder; you love meeting with clients, and providing solutions to their investment and financial needs, and you thrive from the client-advisor relationship, we will work closely with you on portfolio management, asset allocation, and investment strategies.

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

Adviser

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All Services

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.