OUR SOLUTIONS

FOR FINANCIAL PROFESSIONALS

Deepen your client relationships and grow your practice with our customizable technologies, trading platforms, research, and services.

Add value to your client relationships through our innovative solutions. Whether you are seeking retirement or tax strategies, trading solutions, global market access, employee benefits, or broader access to products, we offer the best solutions for both you and your clients.

You will always have access to expertise and insights to help you reach your own professional goals. For us, it’s all about transparency, accountability, and taking ownership of your financial business.

Our turnkey solutions are intentionally designed to help you build a competitive advantage and serve your clients at lower costs.

At-A-Glance

Technology: Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; free-CRM; Galleon Model portfolios.

Service: Flexible client billing; securities financing; full- and semi-electronic new client application platform.

Reporting: Galleon Portfolio Management; flex-queries.

Fees: Low-commissions and financing rates; high-individual payout.

Galleon Professional Solutions

Solutions for Advisers and Consultants

Accounts for Professional Advisers

Our culture supports financial professionals by helping them control their future. Our long-term success is defined by the value we deliver to you, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer more investment products than any other firm, a broad range of financial solutions and strategies, and the best technology to help you grow your business and achieve independence.

Whether you're a non-profit, pension plan, corporation, or endowment, our solutions help improve overall efficiency, reduce costs, and increase product diversification.

At-A-Glance

Technology: Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; Galleon Model portfolios.

Service: Asset management; administrative record-keeping.

Insights: Industry expert and proprietary research.

Fees: Low-commissions and financing rates.

Galleon Professional Solutions

Solutions for Institutions

Accounts for Institutional Clients

We give institutional clients the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers. Institutional services can be blended and added at any time to fit with your institutions changing needs.

When you partner with Global Advisers, your clients questions help us understand their financial goals, and our answers help you build long term relationships.

At-A-Glance

Management: Complete portfolio management; options for Asset or Wealth Management.

Technology: Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; free-CRM; Galleon Model portfolios.

Service: Flexible client billing; securities financing; full- and semi-electronic new client application platform.

Reporting: Galleon Portfolio Management; flex-queries.

Fees: Low-commissions and financing rates; low-management fees.

Galleon Professional Solutions

Solutions for Money Managers

Money Management Accounts for Professional Advisers

Galleon Money Management provides your clients with personalized service, individualized portfolios, and ongoing management. Utilizing our zero commission, ultra-low-fee iCore Accounts, you give your clients access to over 120 sub-accounts that are professionally managed. Our expertise in portfolio management, combined with extensive technical and research resources allow us to make investment decisions that have a higher probability of success, while allowing you to maintain that all-important relationship with your client.
Overview

Deepen your client relationships and grow your practice with our customizable technologies, trading platforms, research, and services.

Add value to your client relationships through our innovative solutions. Whether you are seeking retirement or tax strategies, trading solutions, global market access, employee benefits, or broader access to products, we offer the best solutions for both you and your clients.

You will always have access to expertise and insights to help you reach your own professional goals. For us, it’s all about transparency, accountability, and taking ownership of your financial business.

Advisers and Consultants

Our turnkey solutions are intentionally designed to help you build a competitive advantage and serve your clients at lower costs.

At-A-Glance

Technology: Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; free-CRM; Galleon Model portfolios.

Service: Flexible client billing; securities financing; full- and semi-electronic new client application platform.

Reporting: Galleon Portfolio Management; flex-queries.

Fees: Low-commissions and financing rates; high-individual payout.

Galleon Professional Solutions

Solutions for Advisers and Consultants

Accounts for Professional Advisers

Our culture supports financial professionals by helping them control their future. Our long-term success is defined by the value we deliver to you, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer more investment products than any other firm, a broad range of financial solutions and strategies, and the best technology to help you grow your business and achieve independence.
Institutions

Whether you're a non-profit, pension plan, corporation, or endowment, our solutions help improve overall efficiency, reduce costs, and increase product diversification.

At-A-Glance

Technology: Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; Galleon Model portfolios.

Service: Asset management; administrative record-keeping.

Insights: Industry expert and proprietary research.

Fees: Low-commissions and financing rates.

Galleon Professional Solutions

Solutions for Institutions

Accounts for Institutional Clients

We give institutional clients the flexibility to execute and/or clear trades on our platform or with numerous third-party brokers. Institutional services can be blended and added at any time to fit with your institutions changing needs.
Money Managers

When you partner with Global Advisers, your clients questions help us understand their financial goals, and our answers help you build long term relationships.

At-A-Glance

Management: Complete portfolio management; options for Asset or Wealth Management.

Technology: Galleon Investment Management trading platform; dedicated stock, bond, and options trading desks; sophisticated risk-management tools; free-CRM; Galleon Model portfolios.

Service: Flexible client billing; securities financing; full- and semi-electronic new client application platform.

Reporting: Galleon Portfolio Management; flex-queries.

Fees: Low-commissions and financing rates; low-management fees.

Galleon Professional Solutions

Solutions for Money Managers

Money Management Accounts for Professional Advisers

Galleon Money Management provides your clients with personalized service, individualized portfolios, and ongoing management. Utilizing our zero commission, ultra-low-fee iCore Accounts, you give your clients access to over 120 sub-accounts that are professionally managed. Our expertise in portfolio management, combined with extensive technical and research resources allow us to make investment decisions that have a higher probability of success, while allowing you to maintain that all-important relationship with your client.
Business Design

Our solutions for financial professionals are intentionally designed to help you manage your client accounts better.

A blend of technology, services, research, reporting features, and low fees enable you to focus on what you do best. We combine decades of experience with the best technology and portfolio management tools to create a complete solution for both you and your clients.

Securities and Trading

We use the most advanced trading and research platforms to manage our clients assets. Your investment management team has access to unparalleled technology, technical and fundamental analysis, and global trading platforms. Your team uses these platforms to help them make critical decisions about your investments.

Research Platforms

Get real time news, charts, quotes, fundamental research, and the best research platforms available.