A complete list of active advisors currently associated with GLOBALT Investments

Warmer can help you find a great advisor at GLOBALT Investments or one who fits your needs even better.

Globalt provides discretionary investment management to individuals (including high‑net‑worth clients), corporations and institutions, banks and trust companies, pension and profit‑sharing plans, estates, trusts, charitable organizations, and other advisers. It delivers portfolio management through separately managed accounts, wrap fee programs, and as a model portfolio provider on UMA and similar platforms. The firm’s investment process is team‑based and overseen by an Investment Policy Committee that combines quantitative, technical and fundamental analysis across equity, fixed income and its innovatETF asset‑allocation strategies, with ETFs as primary implementation vehicles and the occasional use of inverse ETFs for hedging. Globalt describes use of third‑party resources such as Ned Davis Research for its innovatETF models and employs third‑party AI tools to support operational tasks while stating AI is not used to make portfolio decisions or drive portfolio selection. The brochure documents Globalt’s succession from a Synovus‑affiliated division and notes its successor registration was declared effective in November 2023, a historical predecessor relationship the firm discloses. Distinctive features include a dedicated State Tax‑Free Fixed Income strategy focused on state and local municipal bonds (consistent with serving government‑related accounts), roughly $747.9 million of assets under advisement from model/platform relationships, and an emphasis on portfolio management and model provision rather than standalone financial planning.

To learn more about the advisors currently working at GLOBALT Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.