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.
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.
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