On-demand or periodic performance reporting and investment analytics, which your investment manager accesses regularly.

Portfolio construction with intentional design is the end-result. Investment product selection is based on the firm’s highest conviction of research.

Whether philanthropy is your vocation or your avocation, we devote considerable time to the service of others who make a positive impact.

The challenge of passing financial wealth on to descendants is usually more complicated  than planning for gift or estate tax. But, there are solutions.

Our integrated approach to business planning considers family issues, and focuses on wealth transfer, asset protection and location, and business succession planning.

Lifestyle Advisory provides an array of personal consultants in many lifestyle management areas such as Art Advisory, Private Health Advisory, Personal Security, Numismatics, Collectible Automobiles, just to name a few.

Our Insurance Solutions takes an accurate assessment of your current & future needs, and helps you plan for “What-If” situations. Whether it’s whole, universal, or term life insurance, we advise you throughout the process.

We bring our insights into each portfolio. They help us determine when to move in to or out of a particular security, and the provide clarity of purpose for our goal of maintaining a specific asset allocation.

Using a suite of tools that includes goal-specific analysis, your Investment and Wealth Manager will work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.

Global Advisers offers investment management services in to investors living and working in 219 countries, and through our Galleon Core Account platform, we provide ultra-low-fee access to investments in all major regions and asset classes, industries, and sectors.