We believe your cash should work as hard as your investments. Bridging the gap between your portfolio and daily banking needs, Galeon’s partnership with Charles Schwab assists in reducing the friction of traditional retail banking.
Through this relationship, we provide a high-touch, secure environment where your liquidity is managed with the same precision and oversight as your long-term capital.
NOTE: Banking products and services are provided by Charles Schwab Bank, SSB, Member FDIC and Equal Housing Lender. Galeon Asset Management is not a bank.
Optimize your idle cash by accessing competitive, yield-bearing accounts and money market funds, supporting your goals for liquidity and accessibility.
Unlock the value of your portfolio without liquidating your positions. Access flexible lines of credit pledged against your eligible brokerage assets for personal or business needs, providing liquidity with potential tax advantages.
Experience global banking without the boundaries. Benefit from worldwide ATM fee rebates, no foreign transaction fees, and seamless digital tools that allow you to manage your daily cash flow from
anywhere in the world.
While Galeon provides the strategic oversight and personalized guidance, your assets are held by Charles Schwab - a global leader in custodial and banking services. This partnership allows you to benefit from the security and technological infrastructure of a world-class financial institution, paired with the boutique, high-conviction service of the Galeon team.
Note: Banking products and services are provided by Charles Schwab Bank, SSB, Member FDIC and Equal Housing Lender. Galeon Asset Management is not a bank.
Discover the advantages of a fully integrated banking and investment experience.
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