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

Solutions for Businesses

Starting your business was a big deal – something you might only do once in your life. Don’t risk getting it wrong now.

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.

Retirement Planning

Planning for your retirement goes beyond your future financial needs. Other important factors include your health and well-being, emotional readiness, lifestyle, and personal preferences, all of which require careful planning. Mostly everyone dreams of a comfortable, secure, and meaningful retirement. This requires a stable income stream, less exposure to financial risks, and being prepared for the unexpected. We suggest you begin by envisioning what these factors will look like when you retire.

SEP IRA & Small Business Plans

High contribution limits plus simple set up and low cost might make this plan work for small businesses with variable cash flows. Our solutions team works with you to help maximize your retirement plan for you and your employees.