GROWTH SOLUTIONS

FOR FAMILIES AND INDIVIDUALS
Investing for growth involves a long-term perspective.

Investing for growth involves a long-term perspective

SOLUTIONS FOR FAMILIES AND INDIVIDUALS
If you are a growth investor, and prefer to weather the ups and downs of the financial markets over a long period of time, we have solutions and strategies to help you reach your goals. Investing for growth involves a long-term perspective, usually 5 to 10 years or more. What matters most is if your investments are suitable for you and match your tolerance for risk.

Stocks & ETF’s ▸

Whether your account is managed or self-directed, growth investing usually involves stocks, options, ETFs, mutual funds, and when appropriate, hedge funds.

*Note that some or all of the products listed may not be suitable for all investors. Always consult with your investment manager before committing any capital and investing.

Mutual Funds ▸

Mutual funds are organized into categories by asset class (stocks, bonds and cash) and then further categorized by style, objective or strategy. Learning how mutual funds are categorized helps an investor select a mutual fund that is consistent with his or her asset allocation model. Use the information below to learn more about which types of mutual funds are available in the Galleon Asset Management Account.

Asset Management ▸

Galleon Asset Management provides individuals, families, and organizations with professional management of a diversified portfolio that might include fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s. Each account is managed professionally by our investment management division, Galleon Asset Management. 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.

Asset Allocation ▸

As an investment principle, allocating among different asset classes can have a large impact on portfolio performance. While asset allocation neither ensures a profit nor guarantees against a loss, academic research has shown that asset allocation is responsible for more than 90% of a portfolio’s positive performance over time. Asset allocation strategically diversifies a portfolio among different asset classes, such as U.S. and international equities, bonds, cash and cash equivalents. Every investor has individual investing needs and objectives, so finding the right mix can be challenging.

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

Custom Research

For individuals with assets of $1 million+ invested in marketable securities, we provide custom portfolio and position research. This wealth-management product is well-suited for individuals with large or ...

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.

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.