Securities and Trading

Solutions For Investors
Global Advisers’ Securities & Trading services use the most modern trading and research platforms available.

Unparalleled Trading Technologies

We use the most advanced trading and research platforms to manage our clients assets. Your investment management team has access to unparalleled technology, technical and fundamental analysis, and global trading platforms. Your team uses these platforms to help them make critical decisions about your investments.

Contact us to learn more.

800-832-8514


Ext — 1219


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Tools that support your investment needs

Your management team has access to over 120 market centers in 31 countries where they can trade stocks, options, futures, forex, bonds, ETFs and CFDs.

Our trading platforms offer a wide range of tools for simplified single and complex multi-leg option trading; forex trading; Mutual Fund/ETF Replicators to them you easily find lower cost ETF alternatives to popular mutual funds that you may currently hold; our fixed income screeners for corporate, municipal and agency bonds and CDs.

Our tools help guide our decisions regarding your investments, and provide deep insight into the global markets, financial products, and current events that affect your wealth.

Factor Portfolios

Factor investing involves targeting specific drivers of return across asset classes focusing on both macroeconomics and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

Research Platforms

We offer several different professional-grade research platforms designed to help you make better decisions about your investment choices.

Securities Financing

Securities Financing Services are backed by our dedication to providing full-service wealth and investment management solutions to our customers. If you have…

US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).

IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:

  • No cash borrowing (i.e. cannot have a debit balance or short stocks).
  • IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
  • Withdrawals are permitted only in USD.*
  • No stock or option cross-margining.
  • No currency borrowing.
  • Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.

Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.