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.
PROFESSIONAL SOLUTIONS

Powerful Trading Technologies and Research
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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
800-832-8514Ext — 1402Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Navigator Convertibles
Convertibles Navigator Accounts: Allocation FACTS AND DATASHEET The Navigator Convertible Bond Account strives for capital-appreciation potential of stock portfolios while also supplying some of the safety and yield of bond portfolios. It focuses on convertible bonds and convertible preferred stocks. Convertible bonds allow investors to convert the bonds into shares of stock, usually at a [...]
Explorer Large Cap Growth
Large Cap Growth Explorer Accounts: U.S. Equity FACTS AND DATASHEET The Explorer Large Cap Growth Account invests primarily in large U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. Growth is defined based on [...]
Valuation & Risk Analysis
We continually monitor for risk by position, risk by underlying, and risk by industry. We also create editable, hypothetical “What-If” scenarios portfolio based on your actual portfolio to see how your risk profile might change based on certain types of activities, such as adding, closing, reducing or increasing position(s). Your investment team will create complex custom scenarios by editing the price, date, and volatility variables that affect your risk profile.
They utilize advanced beta analysis to build client portfolios based on key concepts of the Capital Asset Pricing Model (CAPM). It allows them to build, maintain and monitor positions in a separate area by building new portfolios. It also permits them to view asset allocation on a daily or even a minute-to-minute basis. For more information, contact us.
Our Solutions
Global Advisers Investment Services
800-832-8514Ext — 1402Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Explorer Large Cap Growth
Large Cap Growth Explorer Accounts: U.S. Equity FACTS AND DATASHEET The Explorer Large Cap Growth Account invests primarily in large U.S. companies that are projected to grow faster than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. Growth is defined based on [...]