More products = better solutions

Our professional goal is to help you meet your financial goals. When your account is managed by Global Advisers, your investment team has access to more products than any other investment company. That matters much more than you may realize. Each individual has different needs, requiring different solutions and strategies. In order to implement the strategy that your investment team has developed, they may need to apply stocks, bonds and fixed income products, mutual funds, ETFs, options, and other types of investments products to your portfolio(s). Other times, they may need access to insurance, cryptocurrencies, private equity, or hedge funds. Still other times, products such as commodities, futures, options on futures, spreads and combinations, FOREX, spot currencies or spot gold, real estate or numismatic products are preferred. Having access to more products means that we can provide better solutions.

Equity & Debt Products

Global Advisers is a leading provider of equity & debt investment strategies with expertise that spans across the stock, bond and fixed income, mutual fund, and ETF markets. We are dedicated to serving the unique needs of our financial advisors and their clients by delivering exceptional portfolios and custom investment solutions.

Derviative Products

We are a leading provider of derivative investment strategies with expertise that spans across options, exchange for physicals, futures and commodities markets. We are dedicated to serving the unique needs of our financial advisors and clients by delivering exceptional portfolios and custom investment solutions. Derivative investment products include options, spreads and combinations, futures and commodities, and exchange for physicals. Managed Accounts may also hold additional positions not listed here.

Leveraged Products

Our leveraged investment strategies compliment portfolios with higher-than-average tolerance for risk. Our expertise spans across the CFD and FOREX markets. We are dedicated to serving the unique needs of our financial advisors and clients by delivering exceptional portfolios and custom investment solutions. Leveraged investment products include Contracts for Difference and FOREX. Managed Accounts may also hold additional positions not listed here.

Alternative Products

Global Advisers is a leading provider of alternative investment strategies with expertise that spans across private equity, private credit, hedge funds, real estate and infrastructure and managed futures markets. We are dedicated to serving the unique needs of our financial advisors and clients by delivering exceptional portfolios and custom investment solutions. Alternative investment products include hedge funds, metals, U.S. spot gold, spot currencies, cryptocurrencies, private equity, private credit, real estate, and numismatic.

Banking Products

We offer several different types of banking and lending products to help you manage your daily needs for cash, shopping, and short-term borrowing.

A brokered certificate of deposit (CD) differs from a traditional bank CD in that it typically exhibits higher yields, and (generally) offer much more flexibility than traditional bank CDs. These traits make them more appealing than traditional CD; however, the flexibility of brokered CDs also makes it easier for investors to make mistakes. That’s where we step in. We take charge of the entire process to make sure that the CDs you purchase are right for you.

Our Debit Mastercard® allows you to borrow on-demand at rates usually much lower than credit cards, personal loans or home equity lines of credit. There are no monthly payments or late fees, and with flexibility to pay back loans at your own pace, you can set your own terms. As expected, you can also conveniently access your account funds wherever Debit Mastercard® is accepted, and you can access your account via a mobile two-factor authentication app to authorize transactions safely and securely, and make purchases using Android Pay, Apple Pay or Samsung Pay for contactless purchases.

Margin lending is a flexible line of credit that allows you to borrow against the securities you already hold in your brokerage account. When used correctly, margin loans can help you execute investment strategies by increasing your borrowing power to purchase more securities. It can also serve as a source of flexible borrowing for other short-term financial needs. When used to make purchases, margin borrowing is best for larger purchases vs. daily expenses.

Insurance Products

Protecting you and your family is of utmost importance. We make the selection process easy by vetting insurance choices from highly rated carriers, along with providing guidance for choosing the insurance that would provide you and your family with adequate financial resources in the event of an unexpected event. Types of insurance that you should consider include life insurance, disability insurance, and long-term care insurance. We can help with whole life, term life, universal life, disability, long-term care, and annuities that can provide a regular stream of income.

ESG & Sustainable Investing Products

Our expertise in ESG & Sustainable Investing lies far deeper than understanding which companies represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the advice we provide. This is reflected in our ESG & Sustainable Investing subaccounts. Galleon ESG iCore accounts are managed internally through our investment team at Galleon Investment Management, and provides exposure to ESG Domestic, ESG International, ESG Global Bond, ESG Global Commodity, and ESG Total Market opportunities.

Overview

More products = better solutions

Our professional goal is to help you meet your financial goals. When your account is managed by Global Advisers, your investment team has access to more products than any other investment company. That matters much more than you may realize. Each individual has different needs, requiring different solutions and strategies. In order to implement the strategy that your investment team has developed, they may need to apply stocks, bonds and fixed income products, mutual funds, ETFs, options, and other types of investments products to your portfolio(s). Other times, they may need access to insurance, cryptocurrencies, private equity, or hedge funds. Still other times, products such as commodities, futures, options on futures, spreads and combinations, FOREX, spot currencies or spot gold, real estate or numismatic products are preferred. Having access to more products means that we can provide better solutions.

Equity & Debt

Equity & Debt Products

Global Advisers is a leading provider of equity & debt investment strategies with expertise that spans across the stock, bond and fixed income, mutual fund, and ETF markets. We are dedicated to serving the unique needs of our financial advisors and their clients by delivering exceptional portfolios and custom investment solutions.

Derivative

Derviative Products

We are a leading provider of derivative investment strategies with expertise that spans across options, exchange for physicals, futures and commodities markets. We are dedicated to serving the unique needs of our financial advisors and clients by delivering exceptional portfolios and custom investment solutions. Derivative investment products include options, spreads and combinations, futures and commodities, and exchange for physicals. Managed Accounts may also hold additional positions not listed here.

Leveraged

Leveraged Products

Our leveraged investment strategies compliment portfolios with higher-than-average tolerance for risk. Our expertise spans across the CFD and FOREX markets. We are dedicated to serving the unique needs of our financial advisors and clients by delivering exceptional portfolios and custom investment solutions. Leveraged investment products include Contracts for Difference and FOREX. Managed Accounts may also hold additional positions not listed here.

Alternative

Alternative Products

Global Advisers is a leading provider of alternative investment strategies with expertise that spans across private equity, private credit, hedge funds, real estate and infrastructure and managed futures markets. We are dedicated to serving the unique needs of our financial advisors and clients by delivering exceptional portfolios and custom investment solutions. Alternative investment products include hedge funds, metals, U.S. spot gold, spot currencies, cryptocurrencies, private equity, private credit, real estate, and numismatic.

Banking

Banking Products

We offer several different types of banking and lending products to help you manage your daily needs for cash, shopping, and short-term borrowing.

A brokered certificate of deposit (CD) differs from a traditional bank CD in that it typically exhibits higher yields, and (generally) offer much more flexibility than traditional bank CDs. These traits make them more appealing than traditional CD; however, the flexibility of brokered CDs also makes it easier for investors to make mistakes. That’s where we step in. We take charge of the entire process to make sure that the CDs you purchase are right for you.

Our Debit Mastercard® allows you to borrow on-demand at rates usually much lower than credit cards, personal loans or home equity lines of credit. There are no monthly payments or late fees, and with flexibility to pay back loans at your own pace, you can set your own terms. As expected, you can also conveniently access your account funds wherever Debit Mastercard® is accepted, and you can access your account via a mobile two-factor authentication app to authorize transactions safely and securely, and make purchases using Android Pay, Apple Pay or Samsung Pay for contactless purchases.

Margin lending is a flexible line of credit that allows you to borrow against the securities you already hold in your brokerage account. When used correctly, margin loans can help you execute investment strategies by increasing your borrowing power to purchase more securities. It can also serve as a source of flexible borrowing for other short-term financial needs. When used to make purchases, margin borrowing is best for larger purchases vs. daily expenses.

Insurance

Insurance Products

Protecting you and your family is of utmost importance. We make the selection process easy by vetting insurance choices from highly rated carriers, along with providing guidance for choosing the insurance that would provide you and your family with adequate financial resources in the event of an unexpected event. Types of insurance that you should consider include life insurance, disability insurance, and long-term care insurance. We can help with whole life, term life, universal life, disability, long-term care, and annuities that can provide a regular stream of income.

ESG & Sustainability

ESG & Sustainable Investing Products

Our expertise in ESG & Sustainable Investing lies far deeper than understanding which companies represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the advice we provide. This is reflected in our ESG & Sustainable Investing subaccounts. Galleon ESG iCore accounts are managed internally through our investment team at Galleon Investment Management, and provides exposure to ESG Domestic, ESG International, ESG Global Bond, ESG Global Commodity, and ESG Total Market opportunities.

Some products may not be available depending on your account structure and location. Some products might not be suitable for all investors.

Which account structure is right for you?

Galleon Flagship Services

Galleon is our premium account management service 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.

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Private Wealth Management

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Wealth Management

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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. We provide comprehensive, active management and services including risk management, professional research, estate and trust services, tax strategies, managed philanthropy, family legacy planning, and life style advisory.

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