Green Accounts

A sophisticated approach to making a difference

  • null

    Environmental

    Climate change
    Carbon emissions
    Air and water pollution
    Biodiversity
    Deforestation
    Energy efficiency
    Waste management
    Water scarcity

  • null

    Social

    Customer satisfaction
    Data protection and privacy
    Gender and diversity
    Employee engagement
    Community relations
    Human rights
    Labor standards

  • null

    Governance

    Board composition
    Audit committee structure
    Bribery and corruption
    Executive compensation
    Lobbying
    Political contributions
    Whistleblower schemes

Professionally managed and heavily vetted to meet environmentally and ethically acceptable standards

Green Accounts are specifically designed for investors who want to invest in marketable securities that make a positive impact on the environment and the communities in which they operate.

Our Green Accounts 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 favorable to the environment. 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. All accounts are professionally managed, and each security in the portfolio is strictly vetted for consistency with environmentally and ethically acceptable standards.

Galleon Sustainable Investing

ESG Investing

ESG Domestic Equity

Asset Class U.S. Equity
Category Large Cap Growth
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G117
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG International Equity

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G118
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Global Bond

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G119
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Total Market

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G121
Account manager Galleon Wealth Management
Region Global
Market Developed

ESG Global Commodity

Asset Class Sustainable
Category Impact
Expense Ratio [1] 0.0%
Commissions [2] 0.0%
Fee [3] 0.40%
Minimum investment [4] $1000 US
Account number G120
Account manager Galleon Wealth Management
Region Global
Market Developed

When it Comes to your Wealth, the Answers to Your Questions Could be Your Most Valuable Asset

Your Galleon Financial Adviser provides you with an exceptional level of service and the insights and resources needed to help you achieve your goals.

Sustainable Investing allows you to invest in a manner that is consistent with your values. Whether you care about a cause, driving social change, the environment and climate change, or how a company or country conducts itself globally, you can make a difference through impact investing.

null

Exclude

You can easily exclude companies do not meet certain standards of behavior, produce products that you deem harmful to society, or those that don’t reflect your values in many other areas.

null

Include

Use Galleon’s powerful core account platform to include companies into your portfolio that reflect your values as it pertains to the environment, social issues, or other factors.

null

Make an Impact

Make a real and measurable impact in the world, on the environment, and in your local community based on your values, ethics, moral compass, and core beliefs.

InvestAlytics

InvestAlytics

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 Sustainable Investing clients.

visit InvestAlytics to learn more

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.

Global Investment Management Services

Throughout the world we offer global access to a network of services, financial professionals, and investment expertise.