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.
Insights: Industry expert and proprietary research.
Fees: Low-commissions and financing rates.
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.
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.
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.
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.
