In the complex and ever-evolving world of finance, managing substantial wealth demands not only the highest level of expertise but also a bespoke approach tailored to the unique needs of each individual. At Global Advisers, we understand that your wealth is not just an asset but a legacy that holds the potential to shape the [...]

Keeping your costs under control – greater cost savings can help you build more wealth over time. Making investing more affordable for everyone- Galleon Core accounts combine 0.0% expense ratios with low management fees and 0.0% 12b-1 or other hidden fees. Expense ratios that are, on average, 100% lower than mutual funds or ETFs with comparable [...]

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For professionals age 50 or over who can make annual contributions of $90,000 or more for at least five years and who have few, if any, employees. For people who are looking for a quick way to increase their retirement assets. Contributions are generally 100% tax-deductible, within IRS limits. Earnings grow tax-deferred and are taxable [...]

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Galleon Wealth Management ™ offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.

We believe capital benefits all of society. By doing the right thing, putting clients first, leading with innovative ideas, and committing to diversity and inclusion, we help our clients through the use of capital.

When appropriate for your specific situation, we provide access to industry-leading insurance providers who can help you establish the correct type of insurance for your needs.

Secure your future with precision, tailored retirement solutions designed for enduring stability, prosperity, and fulfillment in your later years.

Galleon Asset Management provides a low-fee investing option that covers all asset classes, sectors, and industries.

Global Advisers Wealth Management offers a broad range of professional services that integrate our leading investment management capabilities with each client’s needs. We identify opportunities for our clients that align their preferences with current political, economic, social, environmental, and market conditions.

A Personal Defined Benefit Plan helps self-employed and small business owners save aggressively for retirement by allowing you to make very high contributions.

Galleon Core accounts are for investors who seek a low-fee option to invest in the stock, bond, and commodity markets, and do not seek additional services such as financial or estate planning, wealth management services, managed philanthropy, or retirement planning. Investors in need of these types of services should contact us to talk about [...]

Asset classes represent different segments of the economy and the financial markets. For example, the taxable bond asset class is comprised of debt securities such as U.S. Government bonds and Corporate bonds, whereas the international equity asset class includes stocks of publicly traded companies that are not based in the United States. Similar to [...]

Investors should consider using their tax refund for IRA contributions. Many people make the mistake of spending their IRS refunds on non-essential items but doing so makes things more difficult down the road.

Keeping your assets with multiple organizations can make it difficult for your heirs to manage your estate, and varying administrative requirements, fees, and deadlines can lead to errors and stress for your loved ones.

Get contact information for 529 and UGMA/Custodial plans at Global Advisers Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2

Get contact information and support on Employee Retirement Plans (ERP) at Global Advisers Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2

Learn more about the required minimum distribution (RMD) options available to you at Global Advisers Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2

Get help with security codes, downloading forms, accessing your account, or clearing your cookies and cache Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2 [...]

We can help answer questions about inheriting an account, gifting securities, or other Global Advisers account ownership changes Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2 [...]

Have a general question about investing? Learn more about what’s available to you at Global Advisers Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2 [...]

Learn more about buying and selling mutual funds, ETFs, and stocks at Global Advisers Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2

Get help maintaining or updating your contact information, beneficiaries, bank accounts, and more. Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call 1-866-694-2754, option #2

This article focuses on retirement tax strategy optimization, and why it’s important to think about how your different sources of income, such as Social Security, retirement, and other assets, interact.

Get answers to tax questions about dividends, tax forms, cost basis, and accessing year-end forms and more on the Global Advisers website Your Custodian Is... Charles Schwab & Co., Inc. Login to your account follow these instructions For support, call 1-800-435-4000 Interactive Brokers, LLC Login to your account follow these instructions For support, call [...]

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As 2022 draws to a close and preparations are made for the coming year, we have compiled a list of five strategies that can assist you in maximizing your savings, minimizing your tax burden.

Despite a very difficult economy, investors made a significant global philanthropic impact, donating billions of dollars to charitable causes worldwide. However, as we approach the end of the year, the globe is still fraught with difficulties.

This article reviews some of the ways in which you may optimize your charitable giving and get a head start on preparing your taxes for 2019 in light of the new tax legislation.

Many investors are concerned about the possibility of a recession. Typically, with talk of a recession comes the thoughts of withdrawing money from the stock market and placing it elsewhere.

For candidates interested in Asia our recruiters share some valuable insight about interviewing with Global Advisers. How should you prepare for an interview?

While many parents neglect the first few years of their child’s financial life, early college savers enjoy a longer period of compounding growth.

We provide portfolio management and financial planning services for investors seeking professional management of their investments, money, and wealth. We plan for their financial success through due diligence, strong decision-making, and an unwavering commitment to their success. We always do what is in their best interest.

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