Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing excess business profits. Once you open and fund an account, your investment manager will work with you to develop a portfolio of securities that is professionally managed based on your goals and objectives.
OUR SOLUTIONS
FOR SMALL BUSINESS
Set your business up for long-term success.
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Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing excess business profits. Once you open and fund an account, your investment manager will work with you to develop a portfolio of securities that is professionally managed based on your goals and objectives.
The Galleon Business iCore Account
The Galleon Business iCore account is designed specifically for businesses seeking investment options for their excess capital. The account manager seeks better-than-average returns as compared to its benchmark. It is equally committed to providing ongoing cash flow to the account owner(s). In addition, it provides a viable place for businesses to put extra end-of-year cash as opposed to purchasing equipment or advertising that they may not actually need. The account spans different industries, sectors, and geographic opportunities, typically of large capitalization company stock and underlying investment-grade corporate bonds.
SEP IRA & Small Business Plans
High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.