GROWTH SOLUTIONS

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

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.

 

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 [...]

Valuation & Risk Analysis

Your financial adviser uses many different tools to help you reach your financial goals and objectives. We manage portfolio risk through a real-time market-risk management platform that provides a comprehensive measure of risk exposure across multiple asset classes worldwide. Our risk assessment begins at the portfolio level, and drills down to access successively deeper levels of risk. It allows us to quickly identify exposure to risk, and make adjustments when necessary.

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.

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

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 [...]