Our fire still burns strong. We are Independent Pioneers. We are Globalt.
Our fire still burns strong. We are Independent Pioneers. We are Globalt.
Globalt Investments selected as “Manager of the Year” in the multi-asset strategist category.
Globalt Investments extends a heartfelt 'Thank You' to Envestnet for the 2024 Asset Manager of the Year awarded on May 14, 2024 during the Elevate conference.
Now in its 20th year, the awards program seeks to recognize high-conviction portfolio managers who they deem exemplifies excellence in investment management practices in varied economic environment and market conditions.
To qualify for consideration, the Envestnet |PMC’s 28-member research and due diligence team must cover the investment strategies. Nominees are sourced from a wide roster of SMAs, mutual funds, ETFs and model portfolios that are broadly accessible to financial advisors on the Envestnet platform and factors in qualitative and quantitative criteria. Another focus is unique company actions used to benefit the growth and longevity of the firm. In October 2023, Globalt employees bought the firm from previous bank ownership and is now 100% employee owned.
No compensation, direct or indirect, has been given to Envestnet in conjunction with this award or its consideration. The award designation is not indicative of Globalt’s future performance, nor may it be representative of any one client’s experience.
WHAT WE DO
Pioneers in
Global Strategy
At Globalt, we aim to provide a consistent, guiding hand to help clients achieve their long-term financial objectives, acknowledging the inherent volatility of global markets.
Tracing back to our origins, Globalt was founded on the principles embedded in our Large Cap equity strategy, a testament to our dedication to providing a global alternative to your portfolio—hence our name, GLOBALT.
This foundational strategy laid the groundwork for the innovative and dynamic approach that has guided our evolution and success in the financial landscape.
HOW WE DO IT
Calculated Understanding
The financial world can be complex. For every decision made we attempt to meticulously calculate and carefully consider its impact on your portfolio.
We evaluate a wide range of economic, financial, and geopolitical factors. We believe this thorough analysis ensures that our decisions are well-informed and closely aligned with our client’s long-term growth goals.
Why invest with Globalt?
18
Team Members with over 500 collective years of industry experience
3 BILLION
Dollars in Total Firm Assets
(AUM + AUA)
30+
Years GIPS Compliant
A message from our President & CEO
William H. Roach, Jr.
Be informed.