OUR SOLUTIONS

FOR SMALL BUSINESSES
Our approach to Business Planning focuses on helping you achieve growth.
Planning is a solution—one that is often overlooked. Most small business owners want their business, their future, and their children’s future to be in their control. This is understandable, but if all that time and energy is being put into the business, then who’s going to keep a sharp eye on finances? Business owners do not have the time to dig into 10-Qs and 10-Ks, follow interest rate moves, read Federal Reserve statements, track foreign exchange movements, and analyze how these factors are affecting their stock portfolios. We provide a streamlined method by creating a business financial plan that makes sense. Our low-fee rate combined with the correct blend of solutions and strategies will help you position your business for long-term growth.

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

Business Investing

Our Business Investing Solutions involves a hand-free managed account with one purpose—to help you achieve long-term business success through investing …

Business Planning

For many people, owning their own business is an American dream. But managing your own business takes a lot more than hard work. You need a financial plan…

Business Retirement Plans

Whether you are a sole proprietor looking for a SEP IRA, or a larger company with many employees interested in exploring retirement plans for your …

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.