Our History
Formed in Philadelphia, PA as SAKS Investments, Inc. as an independent adviser
Founded
1995
Changed name to Global Advisers, LLC to reflect new business model as a registered investment advisory firm.
RIA
2001
Switched focus to wealth management to reflect our fee-only business model. Created Galleon Wealth Management.
Wealth Management
2008
Launched 120 iCore accounts to offer investors
ultra-low-fee options
iCore
2009
Developed new ESG funds to accommodate growing demand for sustainable investing.
ESG Investing
2011
Developed GAFPS for Flagship clients who require
ongoing financial planning
Galleon Financial Planning
2012