Equity & Debt Investment Products

INVESTMENT PRODUCTS
Global Advisers is a leading provider of equity & debt investment strategies with expertise that spans across the stock, bonds and fixed income, mutual fund, and ETF markets. We are dedicated to serving the unique needs of our financial advisers and their clients by delivering exceptional portfolios and custom alternative investment programs.
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Search our extensive global product database for detailed information about any publicly traded company. For private equity or other alternative investment products please contact your investment management team.
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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

Trading Platforms

Optimize your trading speed and efficiency with the Galleon Investment Management Trading Platform. Available in mobile, desktop, and HTML-based systems…

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.