We are Independent Pioneers. Our fire still burns strong. We are Globalt.
We are Independent Pioneers. Our fire still burns strong. 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
Strive to Empower Confident Futures for our Clients
At Globalt, we aim to help clients achieve their long-term financial objectives more efficiently and cost-effectively through globally diversified ETF strategies and domestic equity portfolios. We strive to empower confident futures for our clients through innovative action designed to optimize outcomes and downside protection.
HOW WE DO IT
Calculated Understanding
We believe successful investing starts with careful analysis and strategic execution. Our global macro approach drives the construction of Equity and ETF portfolios that balance risk awareness with a focus on growth. By leveraging our industry expertise, reasoning, and calculated understanding of evolving financial landscapes, we seek to surpass expectations and create lasting value for our clients.
Pioneers in Global Strategy
Rooted in our Large Cap equity strategy, we were founded with a vision: to offer a global alternative to traditional portfolios, hence our name- GLOBALT. For over 30 years, this foundational approach not only shaped our name but also inspired the innovative thinking behind our next evolution— innovatETF strategies®.
Our innovatETF strategies offer practical, data-driven, global ETF solutions we believe help investors navigate today’s markets with confidence.
Team Members with over 500 collective years of industry experience
Dollars in Total Firm Assets
(AUM + AUA)
Years GIPS Compliant
A message from our President & CEO
William H. Roach, Jr.
The Globalt Team
In The News
In The News
Globalt is regularly featured in several nationally syndicated news outlets.
Netflix has strong earnings growth, underlying fundamentals: Globalt Investments’ Thomas Martin
Watch Interview
Globalt’s website may post articles where an employee contributed or contain links to articles, past media interviews, or other information that are contained on a third-party website. Information posted on Globalt’s website should not be construed as recommendations or advertisements of our services. It should also be noted that Globalt does not endorse or accept responsibility for the content contributed by others or the content on the third-party website. Globalt assumes no liability for any inaccuracies, errors or omissions related to the content contributed by non-Globalt parties. Globalt does not review content, advertisements, activities, or any other information posted on sites linked by third parties.
Any opinions or statements included in the articles or interviews by Globalt employees may not be representative of the experience of all clients nor indicative of future performance or success. Any opinions expressed on Globalt’s website by employees are as of the date of publication and are subject to change. While some of the information and data that Globalt posts on its website is gathered from third-party sources and is believed to be reliable, Globalt cannot guarantee its accuracy or completeness. Globalt is not responsible for any damages or losses arising from any use of third-party data. It should not be assumed that the future performance of any investment, investment strategy or product, will be profitable or equal to past performance levels. There are risks associated with investing, including possible loss of principal, erratic or volatile market conditions, financial and debt market risk, geopolitical risk, management risk, liquidity, non-diversification risk, credit, and counter-party risk. Diversification and/or strategic asset allocation does not guarantee a profit, nor protection from a loss in declining markets. Investors should carefully consider investment objectives, risks, and expenses.
You can obtain additional information about Globalt Investments by accessing the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
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