Asset Management

Our Asset Management Solutions offer professional management & a sophisticated approach to investing

Asset Management at Global Advisers

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that might include fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s. Each account is managed professionally by Global Advisers. We work together with each client individually to develop a portfolio that is consistent with their financial goals, long-term objectives, and tolerance for risk.

Contact us to learn more.

833-GALLEON (425-5366)

Account Minimum: $50,000 US

Account structure: Managed
Learn more about Fees and Compensation

We provide our clients and their investment professionals with a global perspective to help explain the complex global issues and trends affecting their portfolios.

Asset Management at Global Advisers takes a global perspective on investing. We identify opportunities for our clients in ETF’s, Mutual Funds, and other types of securities that align with current political and economic conditions.

Building a Long-Term Relationship

Throughout our relationship, we act as both adviser and educator in the sense that we help you understand the process, the securities and other instruments in which you may invest your capital, and the performance reports, fees, costs, and measurements of risk and return. Your Financial Adviser will tailor an investment strategy based on a deep understanding of your goals. You will have access to specialists in asset allocation, investment management, fundamental and technical analysis, and investment solutions, as well as an open architecture platform with a wide range of traditional and alternative investments.

Our goal is to help you build your wealth, and in the process, build a long-term relationship with you—doing so will help us understand your financial needs and goals.

To learn more about our Asset Management services and solutions, please contact us to speak to a Financial Adviser.

For individuals, families, and organizations with less than $100,000 in net-worth, we provide a comprehensive asset management program that helps you build your wealth to the next level. Our investment research supports our investment management strategies, allowing us to identify opportunities. We complement these services with dedicated client service, robust execution capabilities, and innovative technologies. Products available include:

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise. Explore a region to learn more.

United States
Europe
Africa and the Middle East
Latin America
Asia

Asset Management

Our Asset Management Solutions offer professional management & a sophisticated approach to investing

Asset Management at Global Advisers

Global Advisers Asset Management Solutions provides individuals, families, and organizations with professional management of a diversified portfolio that might include fixed income, money markets, publicly traded equity, hedge funds, mutual funds, and ETF’s. Each account is managed professionally by Global Advisers. We work together with each client individually to develop a portfolio that is consistent with their financial goals, long-term objectives, and tolerance for risk.

Contact us to learn more.

800-832-8514

Account Minimum: $50,000 US

Account structure: Managed
Learn more about Fees and Compensation

When it Comes to your Wealth, the Answers to Your Questions Could be Your Most Valuable Asset

Our Wealth Management Advisers focus on your financial goals and objectives. They serve a select number of both U.S. and international individuals , families, and organizations who have built wealth in this generation, have inherited family wealth, or are contemplating or have recently experienced a liquidity event. When you partner with Global Advisers, your questions guide us towards a solution. They help us understand your financial goals, and our answers help you to achieve your objectives.

Building a Long-Term Relationship

Throughout our relationship, we act as both adviser and educator in the sense that we help you understand the process, the securities and other instruments in which you may invest your capital, and the performance reports, fees, costs, and measurements of risk and return. Your Wealth Manager will tailor an investment strategy based on a deep understanding of your goals. You will have access to specialists in asset allocation, investment management, fundamental and technical analysis, and wealth management solutions, as well as an open architecture platform with a wide range of traditional and alternative investments.
Our goal is to build a long-term relationship with you—doing so will help us understand your financial needs and goals.

To learn more about our Wealth Management services and solutions, please contact us to speak to a Wealth Manager.

We work closely with high-net-worth individuals, families, 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 dedicated client service, robust execution capabilities, and innovative technologies and services which include:

• Wealth Analytics & Solutions

• Portfolio Construction

• Estate, Trust, & Financial Planning

• Family Governance & Legacy

• Insurance Solutions

• Technical Insights

• Cash Management & Lending

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise. Explore a region to learn more.

United States
Europe
Africa and the Middle East
Latin America
Asia