Professional Investment and Wealth Management

Galleon Flagship Select

Asset Management for families, individuals, and businesses

Galleon Premium Select is our account management services for Asset Management clients with total assets over $50,000 US who want professional management of a portfolio that includes fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s.

We work closely with individuals, families, foundations, and endowments to develop 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.

Galleon Premium Select services include:

• Investment Analytics & Solutions

• Portfolio Construction

• Personalized Estate, Trust, & Financial Planning

• Insurance Solutions

• Technical Insights

• Cash Management & Lending

As a Galleon Premium Select client at Global Advisers, you get personalized services reserved for our Asset Management investors.

You’ll have exclusive resources available to you, including Global Advisers’ professionals who can help you meet your investment goals and objectives.

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

Exclusive benefits

Your Asset Manager provides you 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. Our advisors can help you with specific investment questions or provide ongoing advisory and portfolio management services.

Our Asset Management Solutions are designed for U.S. and international individuals , families, and organizations. Each account is managed professionally by Global Advisers. We work together with each client individually to develop a portfolio that is consistent with their financial goals, long-term objectives, and tolerance for risk. 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.


Ext — 1402

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Solutions for Businesses

Starting your business was a big deal – something you might only do once in your life. Don’t risk getting it wrong now.

Retirement Solutions

Our approach takes the stress out of planning for retirement. Learn how our retirement strategies helped others to live life on their terms.

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.

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.