Savings Solutions for Individuals and Families

SAVINGS SOLUTIONS

FOR FAMILIES AND INDIVIDUALS

Our simple savings strategies are designed to help you achieve your goal.

Superior savings rates for clients saving for life events or major purchases

SOLUTIONS FOR FAMILIES AND INDIVIDUALS

Whether you are saving for a new house, a car, or another life event, it takes discipline to manage your money effectively and reach your goal. Global Advises expertise in helping clients extends far beyond investing in stocks, bonds, and mutual funds. Our simple savings strategies are designed to help you achieve your goal.

CDs & Money Markets ▸

A CD is an interest-bearing certificate commonly offered by banks, savings and loans, and credit unions to raise money for their business activities. You deposit money with the issuer for a set time, and the issuer promises to repay you at a specified interest rate. We provide guidance for selecting the best CDs, and help you build a CD ladder or portfolio that will ensure you have the money you need when you need it.

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.

Bonds & Fixed Income ▸

Bonds are simply loans you make to a government, government agency, or 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. Bonds can be confusing. We take the mystery out by guiding you on issues concerning credit quality, maturity, pricing, and other issues that affect your portfolio.

Major Purchases ▸

Whether you are saving for a house, a new car, or a major life event, we provide prudent advice designed to guide you on the path to achieving your goals. Learn more about Life Events.

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.