What We Do

Professional management of your investments, money, and wealth.
Learn more about what we do
  • Investment Management
  • Financial Planning
  • Securities and Trading
  • Sustainable Investing
  • Research

What We Do

We provide investment and financial solutions to our clients, which include individuals, families , institutions, corporations, governments, endowments, and people just like you. We mange money for people who are either too busy to do it themselves, or perhaps need some help doing it. We continually research the global economy for investment opportunities in the stock, bond, real-estate, and alternative investment markets. Above all, we adhere to a strict code of business principles, which guides everything that we do.

Managed Accounts

A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life…

Investment Management

Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth individuals, families, businesses, foundations, and endowments.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.

Investment Management

Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth…

Financial Planning

While the process of developing a financial plan includes generally accepted methods, each plan is uniquely tailored to your financial goals and objectives. Global Advisers Financial Planning takes into consideration all aspects of your wealth and income when preparing your plan. Whether you’re in the process of building your wealth, or if you’re near to or already in retirement, all of our plans begin with a conversation. Our goal is to understand your specific needs, and make your plan more manageable.

Financial Planning

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Sustainable Investing

Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.

Sustainable Investing

Our expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies represent …

Factor Investing

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

We manage over 100 core accounts, each one is intentionally designed to meet strict criteria. Factor Portfolios are comprised of one or more core accounts. Collectively, they can create a balanced portfolio, or one that is highly-focused on a specific sector, industry, region, or other factors.

Factor Portfolios

Factor investing involves targeting specific drivers of return across asset classes focusing on both macroeconomics and style. Investing in factors can …

Charitable Planning

Galleon Charitable provide a smart and innovative way for investors to give-back to their community. Investors keep 100% of any capital gains and/or dividends from the account(s), while the donation is funded by the firm. We are deeply committed to solving economic and social issues, and enabling progress worldwide. Our Charitable accounts reflect the firm’s ongoing commitment to philanthropy.

Charitable and Philanthropic Services

Galleon Charitable provide a smart and innovative way for investors to give-back to their community. Investors keep 100% of any capital gains …

Securities & Trading

We use the most advanced trading and research platforms to manage our clients assets. Your investment management team has access to unparalleled technology, technical and fundamental analysis, and global trading platforms. Your team uses these platforms to help them make critical decisions about your investments.

Securities and Trading

Global Advisers’ Securities & Trading services use the most modern trading and research platforms available. We employ the most advanced trading …

Global Research

Covering areas such as economics, portfolio strategy, derivatives and equity and debt securities in more than  50 economies and regions worldwide, our research reports help investors understand better the issues and trends that affect companies, industries, sectors, and markets.

Research

Our global research begins with the broadest measure of the overall economy, and then narrows down to individual industries and sectors.

Careers

We help our clients pursue their financial goals through careful advice, astute investment management, and access to the capabilities and network of Global Advisers. Our people come from a variety of academic and professional backgrounds including finance, engineering, science, technology and the humanities. You will be an important part of a highly collaborative and intellectually stimulating environment, and you will become part of a team that helps you succeed. Explore careers at Global Advisers and learn more about our divisions, our people, and our culture.

Careers at Global Advisers

Looking for something unique and rewarding? At Global Advisers, you’ll find passionate people from all walks of life working together. We help our clients pursue their wealth management goals through careful advice, astute investment management, and access to the capabilities and network of Global Advisers. Our people come from a variety of academic and professional [...]

Investment Management

Our wealth advisory services include portfolio management, financial counseling, prime brokerage, and other services to high-net-worth individuals, families, businesses, foundations, and endowments.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.

Factor Portfolios

Factor Investing

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

We manage over 100 core accounts, each one is intentionally designed to meet strict criteria. Factor Portfolios are comprised of one or more core accounts. Collectively, they can create a balanced portfolio, or one that is highly-focused on a specific sector, industry, region, or other factors.

Careers

We help our clients pursue their financial goals through careful advice, astute investment management, and access to the capabilities and network of Global Advisers. Our people come from a variety of academic and professional backgrounds including finance, engineering, science, technology and the humanities. You will be an important part of a highly collaborative and intellectually stimulating environment, and you will become part of a team that helps you succeed. Explore careers at Global Advisers and learn more about our divisions, our people, and our culture.

Research

Covering areas such as economics, portfolio strategy, derivatives and equity and debt securities in more than 50 economies and regions worldwide, our research reports help investors understand better the issues and trends that affect companies, industries, sectors, and markets.