Welcome! On October 1, 2023, Globalt Investments, LLC embarked on a new chapter to become entirely independent and entirely employee-owned following a 21-year partnership with Synovus. Globalt will continue its mission as an independent provider of professionally managed portfolios, encompassing exchange-traded funds (ETFs), equities, and fixed income designed to empower advisors, institutions, and individuals in navigating the ever-evolving global marketplace while striving to surpass their financial objectives. This transformative transaction has afforded us the opportunity to place ownership in the capable hands of our employees resulting in 51% minority ownership, independent of our female owners. Diversity has always been, and remains, a foundational principle of our organization. Our new ownership structure is a testament to this enduring commitment.
Since our inception in 1991, Globalt has cultivated a reputation for constructing well-diversified, risk-controlled portfolios, comprising stocks, bonds, and Exchange Traded Funds (ETFs), catering to a wide spectrum of clients including financial advisors, institutional and individual investors. We are pioneers in crafting a suite of asset allocation strategies centered exclusively on ETFs. These strategies are now trademarked as innovatETF Strategies®, boasting a 20-year track record.
By entrusting your investments to Globalt's team of seasoned professionals, you are engaging with a dedicated team committed to serving you. Our primary objective is to assist our clients in surpassing their long-term financial goals, recognizing that the global economy and markets remain inherently volatile and unpredictable. Our aim is to provide a steady, guiding hand to navigate these ever-shifting markets.
On behalf of the entire Globalt team, we are grateful to manage portfolios for over 32 years and extend our sincere gratitude to our clients for choosing us amidst a sea of investment options in today’s marketplace. To those considering a new direction, we warmly welcome the opportunity to earn your trust and business as we strive to bring you peace of mind and sound sleep at night. We remain dedicated to putting our clients first and consistently prioritizing your financial well-being.
Respectfully,
