What We Do
- Investment Management
- Financial Planning
- Securities and Trading
- Sustainable Investing
- Research
What 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
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
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
Sustainable Investing
Our expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies represent …
Factor Investing
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
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
Securities and Trading
Global Advisers’ Securities & Trading services use the most modern trading and research platforms available. We employ the most advanced trading …
Research
Our global research begins with the broadest measure of the overall economy, and then narrows down to individual industries and sectors.
Careers
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
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 Investing
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 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 [...]