OUR SOLUTIONS

FOR GALLEON WEALTH MANAGEMENT CLIENTS
Professional Investment and Wealth Management

Galleon Wealth Management

SOLUTIONS FOR GALLEON FLAGSHIP CLIENTS
Our Wealth Management Solutions offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We work closely with high-net-worth individuals, families, foundations, and endowments to develop wealth and investment management strategies, understand their financial goals, and design customized solutions that meet their increasingly complex needs. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities, innovative technologies, and dedicated client service. The result is a long-term partnership structured around a sound investment strategy that strives to achieve long-term results that are consistent with your goals & objectives.

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 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 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 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 [...]

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.