Appointments
We offer holistic private wealth management services for clients beginning at $2,000,000 in investable assets.
Explore how our wealth advisors can partner with you to help you maximize your impact.[1]
- About Us
About Us
We work to make a positive difference in the lives of people who want a secure financial future. We provide professional management of our client’s investments, money, and wealth. We are professional money managers, financial advisors, investment and wealth managers, and financial planners. We plan for their financial success through due diligence, strong decision-making, and an unwavering commitment to their success. We always do what is in their best interest.
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- Our Firm
- Overview
About Us
We work to make a positive difference in the lives of people who want a secure financial future. We provide professional management of our client’s investments, money, and wealth. We are professional money managers, financial advisors, investment and wealth managers, and financial planners. We plan for their financial success through due diligence, strong decision-making, and an unwavering commitment to their success. We always do what is in their best interest.
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- Our History
Our History
We serve a diverse group of individuals and organizations seeking professional investment, financial, and money management advice.
- Our People
Our People
Our people are our greatest asset—we invest in them to ensure their interests remain focused.
- Teams and Leadership
Teams and Leadership
Our business operates as a team-oriented meritocracy. Everything we do involves financial, brokerage, advisory, and client service experts with one main goal in mind—to provide our clients with the best possible combination of advice, service, and results.
- Overview
- Our Commitments
- Overview
Our Commitments
We are committed to making progress toward racial equity, advancing gender equality, and increasing representation across all areas within our firm.
- Community Engagement
Community Engagement
We always seek new ways to contribute our expertise and time to support our communities, businesses, and people.
We take advantage of every opportunity to contribute our ideas, time, and expertise to drive tangible progress in our communities. By volunteering our time and effort, we hope to make a meaningful difference in the lives of those who created and sustain the communities in which we operate.
- Diversity and Inclusion
Diversity and Inclusion
We have always focused on meeting the unique needs of our clients, which includes the cultivation of a diverse work environment.
We believe that to achieve excellence and provide our clients with the best service, our team must include people from the full spectrum of race, color, religion, creed, sex, age, national origin, citizenship status, disability, qualified veteran status, genetic information, marital status, sexual orientation, and gender identity. For us to excel, our environment must be inclusive, it must welcome and support differences, and it must encourage input from all perspectives. The people that work here can expect a workplace that enriches their lives and places tremendous importance on their own interests.
- Overview
- Our Business Principles
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
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- Careers
- Overview
Careers at Global Advisers
We help our clients pursue their financial goals through careful advice, astute investment management, and access to the capabilities and network of Global Advisers.
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 firm, our people, and our culture.
- About You
About You
Explore some of the client-facing roles at Global Advisers.- Experience Professionals
- Ready for the next level? You’ll discover plenty of opportunities for career advancement at Global Advisers as you connect and collaborate with other investment professionals who want to make an impact on the world. Explore all that we have to offer.
- Financial Advisory
- The Financial Advisory program is open to experienced professionals with less than 3 years of experience in financial services who plan on taking the Series 65 and/or CFA/CPA exam(s).
- Relationship Management
- The Relationship Management program is open to professionals with business development and solution-sales experience. If you are considering a career in financial services, but have not yet taken your Series 65 exam, you should consider applying.
- Experience Professionals
- Global Opportunities
Global Opportunities
Global Advisers offers opportunities for investment and financial professionals to work with clients worldwide, from individual investors to large financial institutions. We are uniquely positioned to work with clients in over 200 countries. You will be part of a team that develops advanced portfolio management strategies to help them achieve specific goals that are consistent with their financial objectives.
- Professionals
Professionals
We hire experienced professionals who inspire, innovate, and make a real impact on others. Explore career options to learn more and to apply.
- Students
Students
Students and recent graduates seeking rewarding career opportunities ranging from internships to full-time employment should explore our programs and apply.
- Careers Blog
Careers Blog
Stay on top of what’s happening, get information, and learn about our people and career opportunities.
- Search and Apply
Thank you for considering a career at Global Advisers
To begin your application, select one of our current openings.
- Overview
- LOCATIONS
- What We Do
What We Do
We help people, businesses and institutions build, manage, and preserve wealth so they can pursue their financial goals.
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- Investment Management
- Overview
Investment Management
We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.
- Wealth Management
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
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.
- Asset Management
Asset Management
Galleon Asset Management provides a low-fee investing option that covers all asset classes, sectors, and industries.
- Overview
- Financial Planning
- Overview
Galleon Financial Planning
We help people, businesses and institutions build, manage, and preserve wealth so they can pursue their financial goals.
- Our Financial Planning Process
Our Financial Planning Process
We follow strict guidelines when preparing something as important as your financial plan.
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- Appointments
Schedule Some Time
This financial planning strategy session takes into consideration all aspects of your wealth and income. We look at various factors affecting your goals, identify your goals, and discuss the process of developing, implementing, and maintaining a financial plan that makes sense for you. 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 college, retirement, estate, divorce, or business plan more manageable.
- Overview
- Sustainable Investing
- Overview
Sustainable Investing
Your personal values matter. Does your personal investment account reflect them? Your investment portfolio should make a statement about your social and environmental views.
We offer professionally managed sustainable investing accounts for investors seeking long-term, values-based capital investments.
- ESG Accounts
ESG Accounts
Our environmental, social, and governance (ESG) accounts focus on factors that measure a company’s adherence to traits deemed important by investors seeking sustainable investments and exposure to publicly traded companies that meet strict ESG criteria.
- Overview
- Family Office Services
- Overview
Family Office Advisory
Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning.
- Our Approach
Our Approach
Our integrated approach to family office management begins with a discovery process to learn more about your needs, and culminates in the formulation of tax, trust and estate strategies, integration of investment and allocation strategies, and the implementation and ongoing assessment of your wealth management needs.
- Services
Services
Our integrated approach to planning includes family issues, wealth transfer, asset protection and location, and business succession planning, with a focus on helping you develop, protect, and maintain your assets while providing access to specialized resources and strategies tailored to your specific needs.
- Overview
- Managed Philanthropy
- Overview
Managed Philanthropy
Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world.
- Strategy
Strategy
The philanthropic community addresses our most basic needs and underwrites the pursuit of our highest ambitions. Our goal is to assist clients in translating their personal values and family legacies into results-oriented, strategic giving programs to help them achieve their philanthropic goals. We aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world.
- Management
Management
We provide comprehensive management on everything that matters to your philanthropic goals, including analysis of donor-advisor funds, identification of viable charities, and tax-efficient distribution of your donation. There is literally no other way to take care of something as important as your legacy.
- Galleon Charitable™
Galleon Charitable™
To help in the process of identifying and managing your charitable donations, we maintain charitableaccounts.org, a separate website dedicated to providing unbiased information about third-party donor-advised funds and programs.
- Overview
- Investor Solutions
- Overview
Investor Solutions
Take some time to learn more about our solutions for planning, investing, and retirement.
- Individuals and Families
Individuals and Families
Looking for wealth management, financial planning, trust & estate administration, investment management, or retirement solutions?
- Businesses and Organizations
Businesses and Organizations
Achieve long-term business success through professionally designed and managed investment portfolios and solutions.
- Overview
- Products and Services
- Overview
Products and Services
With a wide selection of investment, banking, lending, insurance, and alternative products and services available, we are well-positioned to help our clients meet their financial goals and objectives.
- Investment
Investment Products
Every investor's situation is different. That's why we offer a wide selection of investment products to help you build a diversified portfolio and meet your investment goals. Whether your portfolio is managed professionally by us, or if you are doing it yourself, we provide access to stocks, mutual funds, exchange traded funds, bonds, fixed income, CDs, options, futures, commodities, spreads, FOREX, and cryptocurrencies.Some products may not be available depending on your account structure and location. Some products might not be suitable for all investors.
- Banking and Lending
Banking and Lending
In today’s busy world, it makes sense to conduct your banking and investing all in one place. We work to help you build a strategy not only for investing, but for banking, saving, and other types of regular financial transactions. No matter which custodian you select, you can enjoy online management of your money, including ACH or bank wires and transfers, mobile deposits, and bill pay. Managing your assets has never been easier. Our advisory services do not end with your investments. When you need some guidance on best practices for managing other assets such as cash, checking, or bill pay services, we can help with the decision-making process. Link checking and savings accounts, or a debit Mastercard© to your investment accounts. Mobile check deposits, bill pay, and no ATM fees.Some products may not be available depending on your account structure and location. Some products might not be suitable for all investors.
- Insurance and Annuities
Insurance
When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs. Flagship clients can access a broad range of insurance choices that are important for successful estate, retirement, and life planning.Some products may not be available depending on your account structure and location. Some products might not be suitable for all investors.
- Alternative Investments
Alternative Investments
Alternative investments are supplemental investment products to traditional long-only positions in stocks, bonds, and cash. They include hedge funds, private equity, real estate, art, and numismatic products. As compared to traditional investments, alternative investments exhibit the following characteristics: lower liquidity, less regulation, lower transparency, and higher fees.Some products may not be available depending on your account structure and location. Some products might not be suitable for all investors.Investment Services
We use innovative approaches to solve the toughest challenges in investing.Some products may not be available depending on your account structure and location. Some products might not be suitable for all investors.- Charitable
Charitable Services
What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies. Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world. We provide comprehensive management on everything that matters to your philanthropic goals, including analysis of donor-advisor funds, identification of viable charities, and tax-efficient distribution of your donation. There is literally no other way to take care of something as important as your legacy.We identify opportunities for high-net-worth clients that align with their philanthropic goals.- Trust and Estate
Trust and Estate Services
Designing a legacy that is consistent with your vision and values is a personal and complex process. Contrary to what many people think, you don’t need to be a millionaire to have an estate plan but you do need a strategy to implement it. We provide full-time, comprehensive management on everything that matters to your estate and trust plans, including changes in regulatory policy and tax laws, and the stocks, bonds, mutual funds, ETFs, and other marketable securities within the trust account. There is literally no other way to take care of something as important as your legacy and your future. An estate plan is an important part of any ongoing financial planning process. Without the right plan, your trust probably won’t be optimized to appreciate all of its benefits.Some products may not be available depending on your account structure and location. Some products might not be suitable for all investors.- Search Services
- Insights
- Insights and Ideas
Insights and Ideas
At Global Advisers, we provide ideas and insights on topics that matter to investors. From inflation and volatilty, to economics, personal finance, and sustainability, we help investors stay informed with the key developments that can affect their lives.
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- Navigate
Navigate
Navigate is our regular newsletter about economic and political trends shaping the markets, industries, and the global economy.
Discover
Will Q4 Determine 2023?
- SONAR
SONAR
SONAR is our regular newsletter segment that focuses solely on the financial markets and financial planning topics, including tax, wealth management, college and education, and trust and estate. We provide an indepth look at the factors affecting the global markets and how they can potentially affect your investments and money
Explore
A Strong Dollar is a Problem for Investors
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Sign Up For Our Newsletter
Sign up for our newsletter about economic and political trends shaping the markets, industries, and the global economy.
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- Insights and Ideas
- 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.
- 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.
- Overview
- 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.
- Overview
- Galleon Flagship™ Solutions
- Overview
Galleon Flagship™ Solutions
Personal Wealth Management
When it comes to your wealth, the answers to your questions may be your most valuable asset. We engage worldwide with people and institutions seeking advice and management on their investment capital and charitable endeavors.
Starting at $500,000
- Platinum
Platinum Level
For high-net-worth clients, Galleon Flagship™ Platinum services include portfolio management, financial counseling, prime brokerage, active management, risk management, custom global research, customized portfolio analytics, cash management, estate & trust services, family governance & legacy planning, family office advisory, insurance solutions, lifestyle advisory, managed philanthropy, portfolio construction, tax strategies, technical insights, and wealth analytics & solutions.
Begins at $2,000,000
- Gold
Gold Level
We focus on what matters most to you and your family. We handle financial, risk, and advisory management. We help with everything involving your retirement, estate, and trust planning and investing. We also get to know you so we can help you plan your lifestyle the way you want it. Includes active management, risk management, global research, cash management, estate & trust services, family governance & legacy planning, insurance solutions, portfolio construction, tax strategies, technical insights, and wealth analytics & solutions.
Begins at $500,000
- Select
Select
As your needs change or become more complex, we guide and advise you on everything from wealth management and financial planning to investment, family, and estate and trust goals. Includes semi-active management, risk management, cash management, insurance solutions, and annual or quarterly portfolio construction.
Begins at $50,000
- Compare
See what our services include
Explore different service levels for Galleon Flagship Solutions
- Overview
- Appointments
- Contact Us
- Support
- 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.
- 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.
- Strategies
Account Strategies
Your financial future begins with a strategy. Explore investment strategies to see which iCore accounts might make sense for you.
- Overview
- 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.
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- 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?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?Management fees: 0.30%
Commissions: $0
Income characteristics: Taxable
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?Management fees: 0.40%
Commissions: $0
Income characteristics: Taxable
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?Management fees: 0.40%
Commissions: $0
Income characteristics: Taxable
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?Management fees: 0.10%
Commissions: $0
Income characteristics: Tax Free
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?Management fees: 0.40%
Commissions: $0
Income characteristics: Taxable
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?Management fees: 0.40%
Commissions: $0
Income characteristics: Taxable
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?Management fees: 0.20%
Commissions: $0
Income characteristics: Taxable
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?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.
- Overview
- 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.
- 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.
- 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.
- 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.
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- Accounts
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- Trust and Estate
- Charitable
- Overview
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