A complete list of active advisors currently associated with Global Advisers, LLC

Warmer can help you find a great advisor at Global Advisers, LLC or one who fits your needs even better.

Global Advisers provides financial planning, investment management, and asset management to individuals (including high‑net‑worth clients), trusts, charitable organizations, and state or municipal entities. The firm also conducts educational seminars and workshops on general financial topics, which it states are provided at no cost to attendees. Advisory work is guided by Modern Portfolio Theory and a top‑down valuation approach, with each client assigned a bespoke investment policy and accounts managed on a discretionary basis with ongoing monitoring and periodic rebalancing. Portfolios may include equities, fixed income, mutual funds, ETFs, options, and cryptocurrency, and the firm implements trades through custodial platforms such as Charles Schwab and Interactive Brokers. Notable for a firm of its scale, Global Advisers operates from multiple offices while maintaining limited personnel and explicitly uses derivatives (including options) in separately managed accounts—a practice that is uncommon among independent advisers. Its client mix that includes charitable and municipal entities, together with the provision of free educational seminars and an emphasis on continuous monitoring of option positions, differentiates its service mix from many peers.

To learn more about the advisors currently working at Global Advisers, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.