We believe thoughtful investing starts with meticulous calculation and careful analysis.
Our global macro approach evaluates economic, financial, and geopolitical factors to build risk-conscious, growth-focused strategies for both institutional and retail clients..
Our fire still burns strong. We are Independent Pioneers. We are Globalt.
Our fire still burns strong. We are Independent Pioneers. We are Globalt.
Gary E. Fullam, CFA / Chief Investment Officer
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.
