Why Investors Prefer Galleon
Service. Attention. Results.
Effortless portfolio management by licensed financial professionals allows you to focus on you and your lifestyle.
Our multi-custodial model integrates planning, cash management, advice, and investment products seamlessly with your lifestyle.
Our advisor-to-client ratio is intentionally capped to ensure that we stay focused on your needs and financial goals.
3 Client-Centric Focus
2 Seamless Integration
1 Professional Management
The Galleon Difference
At Galleon, you’re with a group of people who understand what it means to be part of something that is different than everything else in the financial services industry.
Whatever you’re saving for, we can help
Your goals align with our goals. Whether you’re saving for retirement, your family’s education, or a sense of financial security, you can be confident we’re on your side.
Change is constant. We plan for it with an integrated strategy that expects your needs and goals to change along with the markets, the economy, and regulatory policy.
Whatever your goals, our Core accounts make it easy to invest, save, and stay the course.
Disciplined investment strategy
All asset classes, sectors, and industries
It Starts With a Conversation
Schedule some time with us to learn more about how we can help you achieve your goals and maintain your wealth.