FACTOR PORTFOLIOS

Solutions for low-cost diversification

What is Factor Investing?

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

We manage over 100 core accounts, each one is intentionally designed to meet strict criteria. Factor Portfolios are comprised of one or more core accounts. Collectively, they can create a balanced portfolio, or one that is highly-focused on a specific sector, industry, region, or other factors.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1219


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

Our Galleon team creates innovative investment products and services that represent the needs of investors, families, and businesses. Galleon Accounts provide an ultra-low-fee structure to invest in specific factors, industries, and sectors, while Galleon Flagship Services provide benefits for investors seeking better account management.

Galleon IRA Account Overview and Performance

Galleon IRA Galleon Accounts: Retirement FACTS AND DATASHEET The Galleon IRA invests broadly in a variety of marketable securities. Each portfolio is intentionally designed based on your individual goals, objectives, and suitability. The portfolio manager may include domestic and international securities, including stocks, bonds, mutual funds, ETF's, and other types of investment instruments. Common benchmarks: [...]

Galleon International Growth Account Overview and Performance

Account Performance Galleon International Growth FACTS AND DATASHEET The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. [...]

Galleon Accounts
Before you decide on next-steps, talk to us to learn more about how we can help.

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Intentionally designed to help you meet your goals and objectives.

Depending on the complexity of your personal financial situation, your financial adviser and team will recommend a specific course of action. We deliver a highly-detailed plan in writing, which is designed to address your financial objectives. For individuals, married couples, and families with basic financial planning needs, you may qualify for our One Fee Program. For more complicated plans, and for business planning, your adviser may recommend an hourly fee. Regardless, we provide extremely competitive fees, and ongoing support and service that will help your achieve your financial and investment goals.
Global Advisers Financial Planning
Before you decide on next-steps, talk to us to learn more about how we can help.

401k Rollovers

Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your…

529 Plans

A 529 Plan allows you to save for college while your money grows tax-deferred. The 529 Plan is designed to meet the needs of virtually every family and every …

Adviser

Build a Modern Advisory Practice

Advisors

Build a Modern Advisory Practice

Africa and the Middle East

Anchor High-Yield Muni

High-Yield Muni Anchor Accounts: Municipal Bond FACTS AND DATASHEET The Anchor High-Yield Muni Account invests a substantial portion of its assets in high-income municipal securities that are either not rated, or that are rated at the level of or below BBB (considered high-yield within the municipal-bond industry) by a major ratings agency such as Standard [...]

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning. As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Select a level of service to learn more

Flagship PlatinumFlagship GoldFlagship Select
Galleon Flagship Services
Before you decide on next-steps, talk to us to learn more about how we can help.

We combine planning, prodcuts, and solutions to provide unique solutions that are intentionally designed to address your specific goals and objectives.

+ Overview

What is Factor Investing?

Factor investing is an investment approach that involves targeting specific drivers of return across asset classes. There are two main types of factors: macroeconomic and style. Investing in factors can help improve portfolio outcomes, reduce volatility and enhance diversification.

We manage over 100 core accounts, each one is intentionally designed to meet strict criteria. Factor Portfolios are comprised of one or more core accounts. Collectively, they can create a balanced portfolio, or one that is highly-focused on a specific sector, industry, region, or other factors.

Global Advisers Investment Services

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1219


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

Our Galleon team creates innovative investment products and services that represent the needs of investors, families, and businesses. Galleon Accounts provide an ultra-low-fee structure to invest in specific factors, industries, and sectors, while Galleon Flagship Services provide benefits for investors seeking better account management.

Galleon IRA Account Overview and Performance

Galleon IRA Galleon Accounts: Retirement FACTS AND DATASHEET The Galleon IRA invests broadly in a variety of marketable securities. Each portfolio is intentionally designed based on your individual goals, objectives, and suitability. The portfolio manager may include domestic and international securities, including stocks, bonds, mutual funds, ETF's, and other types of investment instruments. Common benchmarks: [...]

Galleon International Growth Account Overview and Performance

Account Performance Galleon International Growth FACTS AND DATASHEET The Galleon International Growth account seeks long-term growth of capital. It invests primarily in equity securities of established companies that are economically tied to various countries throughout the world. It may invest directly or indirectly in foreign securities or foreign currencies of both developed and developing countries. [...]

Galleon Accounts
Before you decide on next-steps, talk to us to learn more about how we can help.
+ Style

Global Advisers develops professional financial plans for our clients to help them meet their financial needs today, and also plan for future goals.

Intentionally designed to help you meet your goals and objectives.

Depending on the complexity of your personal financial situation, your financial adviser and team will recommend a specific course of action. We deliver a highly-detailed plan in writing, which is designed to address your financial objectives. For individuals, married couples, and families with basic financial planning needs, you may qualify for our One Fee Program. For more complicated plans, and for business planning, your adviser may recommend an hourly fee. Regardless, we provide extremely competitive fees, and ongoing support and service that will help your achieve your financial and investment goals.
Global Advisers Financial Planning
Before you decide on next-steps, talk to us to learn more about how we can help.

401k Rollovers

Managing multiple retirement accounts at different institutions can be cumbersome. Consider consolidating your assets with a 401k rollover to an IRA and make managing your…

529 Plans

A 529 Plan allows you to save for college while your money grows tax-deferred. The 529 Plan is designed to meet the needs of virtually every family and every …

Adviser

Build a Modern Advisory Practice

Advisors

Build a Modern Advisory Practice

Africa and the Middle East

Anchor High-Yield Muni

High-Yield Muni Anchor Accounts: Municipal Bond FACTS AND DATASHEET The Anchor High-Yield Muni Account invests a substantial portion of its assets in high-income municipal securities that are either not rated, or that are rated at the level of or below BBB (considered high-yield within the municipal-bond industry) by a major ratings agency such as Standard [...]

+ Strategies

Galleon is our premium account management service for the following client accounts with $100,000 or more in total household assets, and for investors who may need additional services, such as Trust & Estate, Philanthropic, and Financial Planning. As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

As a Flagship client at Global Advisers, you get personalized services reserved for our high-net-worth investors.

Select a level of service to learn more

Flagship PlatinumFlagship GoldFlagship Select
Galleon Flagship Services
Before you decide on next-steps, talk to us to learn more about how we can help.
+ Get Started

We combine planning, prodcuts, and solutions to provide unique solutions that are intentionally designed to address your specific goals and objectives.