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.
FOR ADVISERS AND CONSULTANTS
Our approach to Investing focuses on the best technologies, research, and people.
Powerful Trading Technologies and Research
It doesn’t matter if you have a managed or prime account, if you’re new to investing, or you’ve been trading for years. Our advanced trading and research platforms help investors and traders with both simple and complex strategies.
Learn how our investment strategies and solutions have helped others build profitable portfolios.
Contact us to learn more.
Global Advisers Investment Services
Interested in our services? Speak with a certified financial professional.
Ext — 1402
Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Core Account Screener
Build a portfolio that suits your goals and objectives using our ultra-low-fee Galleon Core accounts.
Factor investing involves targeting specific drivers of return across asset classes focusing on both macroeconomics and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.
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.