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.

The Benefits of Asset Allocation

As an individual investor, you can access the same strategic asset allocation models provided to our business and corporate clients.

  • Our wealth and portfolio managers seek to create value through long-term strategic benchmark asset allocations and security selection.
  • We offer eight Asset Allocation Models to suit your time horizon, address your investment objectives, and align with your tolerance for investment risk.
  • Your assets will be managed based on your financial situation, tolerance for risk, and investment goals. [2]
  • Your portfolio is automatically rebalanced based on your current financial goals, objectives, and tolerance for risk.

Ongoing Monitoring and Rebalancing

After your assets are invested, your wealth management team makes investment decisions that can be critical to the long-term investment performance of your account. Your assets will be shifted or reallocated among the various asset, sub-asset, and extended asset classes the purpose of which is to keep your investment strategy in-line with your financial goals.

We will allocate the money in your account across various asset and sub-asset classes with the goal of taking advantage of upside market action, while managing downside risk. We also may introduce alternatives and extended asset classes as we seek to respond to changing market conditions while keeping your account in line with your investor profile. Diversification and asset allocation strategies do not assure profit or protect against loss.

SMART BETA HEDGE FUND PORTFOLIOS ▸

For qualified clients, we provide access to hedge fund managers whose investment style matches theirs. We vet all hedge fund managers, and we provide access to only those that meet our strict criteria.

TRADING PLATFORMS ▸

Prime and Self-Directed clients can optimize their trading speed and efficiency with our customized Trading Platforms for mobile, desktop, and web-based trading of all securities and global markets.

RESEARCH PLATFORMS ▸

Combined with our customized trading platforms, Prime and Self-Directed clients can capture
news, create technical charts, get real-time quotes and fundamentals research.

SECURITIES FINANCING ▸

If you have stocks that are attractive in the securities lending market, our custodian will borrow the stocks from you, and deposit collateral into your account.

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.