Are we the right investment?

Help us learn more about you in an online process that respects your time and privacy.

Investment with Global Advisors is not available to the general public, since it involves significant risks and substantial asset requirements. The information you share in the wizard, at right, will help you determine whether Global Advisors is a suitable investment for you.

If you are qualified, you will automatically gain access to the first of three steps to become a Global Advisors client or fund investor by initiating the process online. You will also be able to access a wealth of information not available in the public area.

About Applying Online

Roll over the boxes for more on the
3-step process to apply for a managed account or become a fund investor after you have completed the wizard.

Re-Enter Opening Steps

Enter your username and password to be taken automatically to the next step you need to complete.

FORM No. 1

Investing Suitability Wizard

Start here to complete a series of forms that will determine whether you qualify to access the first of three steps to open a segregated account or initiate a fund investment. Please click "next" when you have answered the questions on each form.

Name
Email Address
Phone Number
Company Name
Address
Town or City
County or State
Preferred Username
   
* Required

 

Track Your Progress

As our wizard gathers essential information, it also tracks your progress on-screen.