Global Advisers Professional
Helping independent financial professionals serve clients and build their business
For registered financial advisors, institutions, and money managers seeking better opportunities, we offer accounts that support long-term investment strategies for their clients and/or organizations, multi-currency tax-advantaged investments and strategies, short-term savings solutions for clients, an un-matched selection of investment products, and global markets, the ability to open and manage accounts in 219 countries, the most advanced trading and research platforms available, and much more.
Technology
Multi-custodial flexibility. Powerful trading and research platforms.
The advantages of multiple custodians.
Offering our clients more than one custodian gives them many advantages. It also provides multiple benefits for advisors. By giving your clients choices over where their money is held, you also give them options for trading, technology, software, and client service. It also provides an added sense of security for people who may not be comfortable holding all of their assets in one place.
Some of the advantages of a multi-custodial business:
Products
It’s no stretch to say that we support more products than any other firm.
Every investor’s situation is different. That’s why we offer a wide selection of investment products to help advisors build a diversified portfolio and meet their client’s investment goals.
Product availability is based on geography and some products may not be available.
Product availability:
Practice Management
Bring your firm’s vision to life with strategies that help you focus on your clients.
When you become an independent financial practitioner at Global Advisers, you have options.
You can use our marketing, networking, advertising, and social media campaigns and events, or you can design your own. Whichever path you choose, you get support from us about how to position your business for growth.
Asset Management
Low-fee Core accounts help you diversify your practice and your clients portfolios.
Our Core accounts provide advisors with a disciplined account structure that offers broad exposure, tax efficiency, low fees, long-term strategies, and diversification.
For clients who demand a lower-fee structure, advisors can build a portfolio that is diversified and tax-efficient.
Core accounts are model portfolios that follow strict investing guidelines, and provide broad expsoure to all industries and sectors. Core asset class categories include:
Marketing
Powerful marketing and advertising that helps attract and retain clients.
At the end of the day, marketing is what attracts new clients.
Whether you are marketing yourself, your business, or your skills and education, you need the right set of tools to build and grow your practice.
Breath new life into your practice with powerful marketing and advertising.
Compliance
Regulatory policy is designed to help your firm grow.
Regulatory policy and industry rules change so frequently that it sometimes feels nearly impossible to keep up with them.
We provide the type of compliance support you need to avoid that overwhelming feeling and stay focused on what matters.
Compliance support at-a-glance:
Networking
When you’re ready to grow your business, networking with potential clients, and legal and accounting professionals provide new opportunities.
While networking with peers may be enjoyable, we are betting that you would prefer to network with potential clients and other professionals who can help your existing clients.
Through a collective effort, we arrange networking events that are designed to bring in new business and help your practice grow.
Social Media regulations for advisors change frequently. This sometimes causes many advisors to avoid it completely.
But, the power of social media is undeniable, and when used correctly, can help advisors connect with clients. Our targeted social media campaigns complement our marketing and advertising, making them more effective at growing your business.
Locations
Meet clients anywhere in the world.
We are structured to provide financial, investment, and wealth management services to investors worldwide.
Our unique real estate model, which we implemented at inception, allows us to use our meeting spaces in a way that keeps our costs low while making it easy for clients to meet with us. We pass these savings onto our clients and our employees through lower fees and higher compensation respectively.
Access to this site is limited to authorized advisors and certain affiliates of Global Advisers, LLC. Contact your investment management supervisor to request access
Social Media
We actively produce podcasts, videos, and other types of social media to complement our marketing efforts.