Income Solutions for Individuals and Families

INCOME SOLUTIONS

FOR FAMILIES AND INDIVIDUALS

Our approach to Investing focuses on the best technologies, research, and people.

Are you Seeking Income?

SOLUTIONS FOR FAMILIES AND INDIVIDUALS

If you are seeking income, investment strategies that worked over the last 15 or 20 years may not necessarily work today. History shows that everyone needs to plan for uncertain markets and tap into new opportunities. We leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current and future income.
Learn how our income strategies and solutions have helped others live life on their terms.

Government Bonds ▸

Government Bonds are simply loans you make to a government, or a government agency to finance projects and other needs. The bond issuer agrees to repay you at a fixed interest rate by a specified date, or maturity. You may want to consider investing in bonds if you want to focus on a specific maturity, you’re looking for income that’s free from federal, state, and local taxes, or you want to complement the mutual funds in your portfolio.

Seeking Income ▸

Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. History shows that everyone needs to plan for uncertain markets and tap into new opportunities. At Global Advisers, we leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current and future income.

Corporate Bonds ▸

Corporate Bonds are simply loans you make to a corporation to finance projects and other needs. The bond issuer agrees to repay you at a fixed interest rate by a specified date, or maturity. You may want to consider investing in corporate bonds if you want to focus on a specific credit quality or maturity, you’d like exposure to certain corporate issuers or to certain industries, or you want to complement the mutual funds in your portfolio.

Stock-Yield Enhancement Program ▸

If you have stocks that are attractive in the securities lending market, our custodian will borrow the stocks from you, and deposit collateral into your account.

Short-term Debt ▸

Short-term instruments include T-Bills, Commercial Paper, and money markets. These types of investments offer a high level of safety, and are often used for people interested in saving for a major purchase, such as a house, car, or college tuition.

Dividends ▸

Some investors might be suitable for including dividend-paying stocks. While there is no guarantee that a corporation will continue to pay a dividend, there are many companies that have paid regular dividends to it’s shareholders over the years. Stocks can fluctuate in price greatly, and may not be suitable for all investors.

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

Our Business Principles

We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.

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.