OUR SOLUTIONS

FOR GALLEON FLAGSHIP PLATINUM CLIENTS
Professional Investment and Wealth Management
Galleon Flagship Platinum Solutions
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Galleon Flagship Platinum

SOLUTIONS FOR GALLEON FLAGSHIP CLIENTS
Private Wealth Management for families, individuals, and businesses

Galleon Flagship Platinum is our premium account management services for clients with total assets over $1,000,000 US

We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with dedicated client service, robust execution capabilities, and innovative technologies.

Flagship Platinum services include:

Wealth Analytics & Solutions

Portfolio Construction

Personalized Estate, Trust, & Financial Planning

Philanthropy Management

Lifestyle Advisory

Family Office Advisory

Family Governance & Legacy

Insurance Solutions

Technical Insights

Cash Management & Lending

As a Flagship Platinum client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Helping you look at your wealth holistically is important to us. You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment and wealth management needs.

These include specialists in areas such as estate planningtrust servicesfinancial planning and advice, and philanthropy.

Exclusive benefits

Your Private Wealth Advisor provides you and your family with an exceptional level of service and the insights and resources needed to help you achieve your goals.

You’ll have access to these important benefits:

Financial advice from an experienced financial professional through Galleon’s Personal Advisor Services—anytime. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.

Our Private Wealth Management Solutions are designed for U.S. and international individuals , families, and organizations who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a liquidity event. 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.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – 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 [...]

Our approach to Retirement takes the stress out of planning

Learn how our retirement strategies and solutions have helped others live life on their terms.

IRAs & Rollovers
An IRA makes saving for the future less taxing. IRAs offer an opportunity to save for a comfortable retirement and long-term tax advantages too. You benefit from tax breaks, give your money a chance to grow, enjoy investment flexibility, and help secure your retirement nest egg.

Seeking Income
Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. History shows that everyone needs to plan for uncertain markets and tap into new opportunities. At Global Advisers, we leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current and future income.

Valuation & Risk Analysis
Whether you seek professionally managed diversification, managed wealth solutions, or customized investment and financial solutions, Global Advisers Valuation and Risk Analysis Solutions helps you pursue your financial goals..

401k & 403b Rollovers
Is a 401(k) or 403(b) rollover right for you? When you left your old job, did you leave your retirement savings behind? Give your money a fresh start by rolling it over into an IRA. Rollover your old plan and get more investment flexibility, view your entire retirement plan in a single view, and keep your retirement savings tax-advantaged.

SEP IRA & Small Business Plans
High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.

Retirement Planning
Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

Contact us to learn more.

Global Advisers Investment Services

Interested in our services? Speak with a certified financial professional.

800-832-8514


Ext — 1402


Monday – 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 [...]