Sustainable Investing
Accounts
Sustainable Investing
Sustainable Investing
We offer professionally managed sustainable investing accounts for individuals, families, and businesses seeking:
- long-term investment and retirement growth
- tax-advantaged investments and strategies
- short-term savings for major purchases
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
Impact Investing
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Green Portfolios
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Core Accounts
Galleon Core accounts include options for socially-aware investors to invest in stocks and bonds of companies that have been heavily vetted to meet strict ESG criterion.
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- + Overview
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Sustainable Investing
Global Advisers’ expertise in Sustainability and Social Responsible Investing lies far deeper than at the level of understanding which companies might represent a good investment opportunity. We strive to understand the topic at the academic level. Doing so helps us provide more depth and breadth to the level and quality of advice we provide.We offer professionally managed sustainable investing accounts for individuals, families, and businesses seeking:
- long-term investment and retirement growth
- tax-advantaged investments and strategies
- short-term savings for major purchases
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
- + Impact Investing
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Impact Investing
We help our clients who are interested in putting their hard-earned investment capital to work in a socially and ethically responsible manner. For impact investors, it’s not enough just to earn a profit—they seek the double-bottom line. Not only do they measure investment performance by total annual return, but also by the impact that the companies in which they have invested are able to positively affect the communities in which they operate, and the environment on a much larger scale. Our solution for impact investors is a managed portfolio of companies strictly vetted to meet high standards.
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Green Portfolios
Our Green Account provides impact and socially conscious investors with a dedicated, managed solution to environmentally and ethically sound investment portfolios. The account allows investors to maintain peace-of-mind in knowing that their money is invested in companies that meet certain criteria. All accounts are professionally managed, making for a stress-free experience for investors. No worrying about which securities to select—all portfolio selection, balancing, and ongoing management is handled by Global Advisers.
Read More » - + Core Accounts
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Core Accounts
For investors seeking to build or maintain an investment portfolio that represents specific asset classes, core investing is vital. As the name suggests, core investing includes certain types of asset classes, sub-classes, sectors, industries and geographic regions that collectively represent a broad selection of stocks, bonds and fixed income products, and ETFs.Galleon Core accounts include options for socially-aware investors to invest in stocks and bonds of companies that have been heavily vetted to meet strict ESG criterion.
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Managed Accounts
A managed account is well-suited for people that prefer to have their money and investments managed professionally by a portfolio manager and financial planner so they can focus on other aspects of their life…
Impact Investing
Impact investors include retail clients, high net worth individuals, family offices, universities, foundations, and non-profit organizations. Our goal is to guide our clients by showing them investing opportunities that meet their goals of investing in socially responsible businesses.
Green Portfolios
For individuals, families, and businesses that want to invest in marketable securities that make a positive impact on the environment and the communities in which they operate, we offer a managed solution ...
Galleon Flagship Services
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 …