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.
Financial Professionals (1)

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.

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.

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.

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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.
Financial Professionals (1)
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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.

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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.

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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.

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.

When you partner with Global Advisers, your questions help us understand your financial goals, and our answers help you to achieve your long term objectives.

When it comes to your wealth, the answers to your questions could be your most valuable asset.

From the first conversation you have with one of our investment managers, we address risk, goals, and other concerns pertaining to your particular situation. We are clear on the fees we charge, where your money is invested, and how your investments are performing.