Galleon Wealth Management
An sophisticated approach to professional investment management
Our Wealth Managers 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.
When it Comes to your Wealth, the Answers to Your Questions Could be Your Most Valuable Asset
Your Wealth Manager provides you with an exceptional level of service and the insights and resources needed to help you achieve your goals.
We work closely with 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:
What is InvestAlytics?
Behind every great algorithm lies a person or group of people who conduct the research, test for discrepancies, and determine core strategies. InvestAlytics is the technology we invented and use regularly to analyze and identify investment opportunities for our Wealth Management clients.