Galleon Flagship Services ▸
Galleon is our premium account management service for the following client accounts 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. As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.
Account and Investment Services ▸
We provide a wide-array of services for all client accounts, including account management, bill pay, cash management, Debit MasterCard®, securities financing, and wealth management. Our advisers will talk to you about which services make the most sense for your specific financial goals and objectives.
Services for Individuals and Families ▸
The services we provide to our clients centers around advice, portfolio management, and administration. Whether you are looking for financial planning, trust & estate administration, investment management, or solutions for retirement, your dedicated team of investment professionals is always available.
Services for Retirement ▸
Our retirement services compliment our financial planning and solutions services. They are designed to help our clients prepare for retirement, create wealth, and enjoy their retirement. Our goal is to provide a stress-free, seamless experience that transition throughout your life, and helps your prepare your estate and your legacy.
Services for Businesses and Corporations ▸
Global Advisers business services help our business clients focus on creating growth and cash flow. We provide professional investment advice, portfolio management, and administration of company retirement plans. Whether you are looking for company growth, enhanced business income, financial planning, investment management, or solutions for business succession, your dedicated team of investment professionals is always available.
Professional 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 to help financial and research professionals effectively manage their clients’ accounts.