Investment Management

We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.

Galleon Wealth Management™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We adhere to a specific yet flexible process that begins with a discovery of your goals and objectives and culminates in a written plan accompanied by ongoing, regular management.

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We provide comprehensive solutions for individuals and families of significant means. You’ll receive an exceptional level of service and the insights and resources needed to help you achieve your goals.

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Global Advisers Asset Management provides access to low-fee iCore accounts for both individual and institutional investors. Our strategies represent a systematic approach to value and growth opportunities and span all investment categories, products, industries, and geographies.

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Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
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Fees over ten years*$

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