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