Investing for growth involves a long-term perspective
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Individuals and FamiliesRetirementSavingsIncomeGrowthInvestingFinancial Planning
Businesses and CorporationsBusiness InvestingCash Flow StrategiesRetirement PlansValuation and Risk AnalysisBusiness Planning
Financial ProfessionalsAdvisers and ConsultantsInstitutionsMoney Managers
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.
Valuation & Risk Analysis
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.