GLOBAL ADVISERS, LLC

Overview

Global Advisers, LLC is an independent registered investment adviser organized as a limited liability company that serves individual, family and institutional clients. The firm focuses on discretionary portfolio management and financial planning, and it supplements advisory work with educational seminars and workshops. Investment activity shows a clear preference for public equities—both exchange-traded securities and exchange-traded funds—as the primary vehicle for client portfolios, with equities identified as the most used asset type. The firm’s business model mixes fee structures: asset-based fees alongside hourly and fixed-fee engagements, which supports both ongoing portfolio management relationships and advice delivered on a project or hourly basis. Global Advisers, LLC is not positioned as a capital allocator and does not present itself as an active ESG investor or a multi-state adviser. Advisory activities emphasize standard wealth management services rather than pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices