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Investor Resources

- Investor Resources
  Maintain your financial goals, even during fluctuating markets. These resources can help you build and maintain a core portfolio, get professional advice, and invest for the long-term.
  
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Advice
- - Overview
    - Advice, Just The Way You Like It
      Whether you are looking for full-time professional management of your investments, or you prefer to do it yourself, we have what you need to build a core portfolio and invest for the long-term.
  - Partner with a Financial Advisor
    - Advice, Unconflicted
      No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary.
  - Do it yourself
    - For the Do It Yourselfer
      Low fee accounts. Professionally designed and managed. Get advice when you need it most.
  - Discover your investment style
    - Discover Your Investment Style
      See if you might benefit from partnering with one of our advisors. This quiz should take less than 5 minutes to complete and will help you decide if partnering with Global Advisers makes sense for you.
      
      Start Quiz
  - Your Goals
    - Your goals are also our goals.
      As a fiduciary, it’s our job to place your interests first. No matter where you are in achieving your goals, we are always there to help you get to the next level.
  - Calculate Fees
    - Fees
      Global Advisers is a fee-only firm. Unlike fee-based firms, fee-only firms do not receive compensation for any sales related activities. All of our fees are based entirely on the advice we provide. 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.
  - Get Started
    - Get Started
      There's no better time than right now to start investing. Get some investment help or let us develop a complete financial plan for you.
  - Investor Tools
  - Not sure where to begin?
    - Where to Begin
      Select an account type to begin investing. Whatever your goal is, we have an account to help you reach it.

Asset Allocation

Overview
- Asset Allocation
  Our allocation models can determine how much you want to invest in stocks or bonds. Our models portray some common different goals-based investment strategies. Keep in mind that there’s no correct or incorrect model, so it’s important to pay close attention to what feels best for your goals and risk tolerance.

Income

Income Model Portfolios
Income asset allocation portfolios consist primarily of dividend-paying stocks and coupon-yielding bonds. Risk level is generally low to medium low. Investor time horizon is typically short-to mid range.

Balanced

Balanced Model Portfolios
Balanced asset allocation portfolios consists of both stocks and bonds, which can potentially reduce volatility. Risk level is generally medium, and investor time horizon should be mid – to long-range.

Growth

Growth Model Portfolios
Growth asset allocation portfolios consists of mostly or all stocks. Risk level is usually high to very high. Investor time horizon should be long-term.

Get Started
- - Accounts
    - Overview
      Accounts
      Global Advisers offers accounts for all of your investing needs and goals.
      Accounts by Type
      Accounts by Type
      Global Advisers offers account types for all types of investing.
      IRAs
      Brokerage
      529 College Savings Plan
      UGMA and Custodial
      Small Business
      Trust and Estate
      Accounts by Goal
      Accounts by Goal
      Not sure which type of account is right for you? Select a goal that you are trying to achieve to find the right type of account.
      Create an Emergency Fund
      Donate to a Charity
      Establish a Trust
      Get Life Insurance
      Help Someone Else
      Increase My Income
      Invest for My Business
      Invest for the Long-Term
      Invest for Retirement
      Invest in a Sustainable Future
      Payoff Credit Cards
      Pay for Healthcare Expenses
      Payoff Student Loans
      Retire Early
      Reward My Employees
      Save for College
      Save for a Home
      View all
      Strategies
      Account Strategies
      Your financial future begins with a strategy. Explore investment strategies to see which iCore accounts might make sense for you.
      Add Diversification
      Bear Market
      Build ESG Core
      Build Core Portfolio
      Fight Inflation
      Find Global Opportunities
      Generate Income
      Invest for a Sustainable Future
      Invest With Impact
      Long Term Growth Opportunities
      Navigate Interest Rates
      Reduce Investment Risk
      Target Date Retirement
      Tax Efficiency
      Value Investing
  - Galleon Core Accounts
    - iCore Accounts
      iCore accounts can help you reach your investment goals Whatever your goals, iCore makes it easy to invest, save, and stay the course.
      
      Learn more
      Allocation
      Navigator Allocation Accounts
      
      Category Overview
      Investments in the allocation categories seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 15% and 85%+.
      Is this category right for you?
      
      Find out
      
      Management fees: 0.30%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Growth, Income
      
      Average Risk: Medium
      
      The average risk level for Allocation accounts is medium. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      Alternative
      Lighthouse Alternative Investment Accounts
      
      Category Overview
      Alternative investment strategies focus primarily on achieving growth vs. income. These portfolilos include managed futures, long-short equity or credit, volatility, currency, FOREX, and options writing.
      
      Is this category right for you?
      
      Find out
      
      Management fees: 0.30%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Growth, Speculation, Hedging
      
      Average Risk: Medium-High
      
      The average risk level for Alternative accounts is medium-high. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      Commodity
      Compass Commodity Accounts
      
      Category Overview
      Commodity accounts typically invest in commodities, or raw materials such as oil, wheat, metals, or other types of commodity products.
      
      Is this category right for you?
      
      Find out
      
      Management fees: 0.40%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Growth, Speculation, Hedging
      
      Average Risk: Medium-High
      
      The average risk level for Commodity accounts is medium-high. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      International Equity
      Voyager International Equity Accounts
      
      Category Overview
      International Equity accounts have 40% or more of their equity holdings invested in foreign stocks on a rolling three-year average.
      
      Is this category right for you?
      
      Find out
      
      Management fees: 0.40%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Growth, Speculation
      
      Average Risk: Medium-High
      
      The average risk level for International Equity accounts is medium-high. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      Municipal Bond
      Anchor Municipal Bond Accounts
      
      Category Overview
      Municipal Bond accounts invest in fixed-income securities that distribute income not subject to taxation at the federal, state, and sometimes local levels.
      Is this category right for you?
      
      Find out
      
      Management fees: 0.10%
      Commissions: $0
      Income characteristics: Tax Free
      
      Investment Objectives
      Income
      
      Average Risk: Medium-Low
      
      The average risk level for Municipal Bond accounts is medium-low. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      Sector Equity
      Beacon Sector Equity Accounts
      
      Category Overview
      Sector equity accounts invest in stocks in a specific sector, such as energy, real estate, or precious metals.
      
      Is this category right for you?
      
      Find out
      
      Management fees: 0.40%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Growth, Speculation
      
      Average Risk: Medium-High
      
      The average risk level for Sector Equity accounts is medium-high. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      Sustainable & ESG
      Galleon Sustainable & ESG Accounts
      
      Category Overview
      Environmental, social, and governance (ESG) accounts focus on factors that measure a company’s adherence to a variety of components deemed important to investors seeking sustainable investments.
      Is this category right for you?
      
      Find out
      
      Management fees: 0.40%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Growth, Speculation
      
      Average Risk: Medium
      
      The average risk level for Sustainable & ESG accounts is medium. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      Taxable Bond
      Citadel Taxable Bond Accounts
      
      Category Overview
      Taxable Bond accounts include government, corporate, and fixed-income securities. They typically distribute income that is subject to taxation at the federal, state, and sometimes local levels.
      Is this category right for you?
      
      Find out
      
      Management fees: 0.20%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Income
      
      Average Risk: Medium-Low
      
      The average risk level for Taxable Bond accounts is medium-low. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
      
      U.S. Equity
      Explorer U.S. Equity Accounts
      
      Category Overview
      U.S. Equity accounts provide investors with at least 70% exposure to U.S. stocks.
      Is this category right for you?
      
      Find out
      
      Management fees: 0.35%
      Commissions: $0
      Income characteristics: Taxable
      
      Investment Objectives
      Growth, Income
      
      Average Risk: Medium
      
      The average risk level for U.S. Equity accounts is medium. Some accounts in this category may rank higher or lower. Check the individual account for more details before investing.
  - Management Style
    - Overview
      Management Style
      How do you want your investments managed? If you prefer to do it yourself, we offer the type of support and tools you need. If you prefer to partner with a financial advisor, we will manage all aspects of your account on your behalf.
      Do it yourself
      Start iCore in Three Easy Steps
      See how easy it is to start investing and building your core.
      
      Financial Advisor
      Advice, Unconflicted
      No outside incentives. Always placing your interests first. Exactly what you expect from a fiduciary.
  - Discover Your Investment Style
    - Discover Your Investment Style
      See if you might benefit from partnering with one of our advisors. This quiz should take less than 5 minutes to complete and will help you decide if partnering with Global Advisers makes sense for you.
      
      Start Quiz
  - Build Your Core
    - Build Your Core
      We devote a considerable amount of resources to developing iCore accounts. Learn more about portfolio our methodologies and strategies, and use the Core Builder to find core accounts that align with your financial goals.
      
      Build Core
  - Calculate Fees
    - Build Your Core
      We devote a considerable amount of resources to developing iCore accounts. Learn more about portfolio our methodologies and strategies, and use the Core Builder to find core accounts that align with your financial goals.
      
      Build Core
  - Compare Financial Advice
    - Build Your Core
      We devote a considerable amount of resources to developing iCore accounts. Learn more about portfolio our methodologies and strategies, and use the Core Builder to find core accounts that align with your financial goals.
      
      Build Core
  - Open an Account
    - open account text
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Investment Management

Investment Management

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

Wealth Management

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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Private Wealth Management

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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Asset Management

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.

Amount of initial investment

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Fees over ten years*$

Discover your investment style

Take our quiz and find out if you would benefit from having your investment portfolio professionally managed.

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Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)	$10,000
End Balance	$69,231
End Balance (inflation-adjusted)	$27,439
Annualized return	5.68%
Annualized return (inflation-adjusted)	2.93%
Best year	18.18%
Worst year	-2.66%
Stock Market Correlation (risk)	0.06

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)	$10,000
End Balance	$106,163
End Balance (inflation-adjusted)	$42,076
Annualized return	6.98%
Annualized return (inflation-adjusted)	4.19%
Best year	21.70%
Worst year	-3.37%
Stock Market Correlation (risk)	0.73

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)	$10,000
End Balance	$129,505
End Balance (inflation-adjusted)	$51,328
Annualized return	7.59%
Annualized return (inflation-adjusted)	4.78%
Best year	23.46%
Worst year	-7.57%
Stock Market Correlation (risk)	0.87

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)	$10,000
End Balance	$156,407
End Balance (inflation-adjusted)	$61,990
Annualized return	8.17%
Annualized return (inflation-adjusted)	5.35%
Best year	25.22%
Worst year	-11.78%
Stock Market Correlation (risk)	0.94

Portfolio Performance (Jan 1987 - Dec 2021)
Initial Balance (hypothetical)	$10,000
End Balance	$187,009
End Balance (inflation-adjusted)	$74,118
Annualized return	8.73%
Annualized return (inflation-adjusted)	5.89%
Best year	26.98%
Worst year	-15.99%
Stock Market Correlation (risk)	0.97

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