GLOBALT Investments
Overview
GLOBALT Investments is an Atlanta-based firm specializing in global macro investment strategies within the financial services industry. They offer equity and global macro ETF solutions to both institutional and retail clients, aiming to help clients achieve their long-term financial objectives more efficiently and cost-effectively through globally diversified ETF strategies and domestic equity portfolios. Their approach is designed to empower confident futures for clients through innovative action focused on optimizing outcomes and downside protection. Founded in 1991, GLOBALT Investments has over 30 years of experience in the industry. They are pioneers in globally focused equity and ETF portfolio management, driven by ingenuity, innovation, and independence. Their team comprises seasoned investment professionals committed to helping clients navigate the complex and ever-changing global financial landscape. As a 100% employee-owned firm, they are deeply invested in their clients' success, striving to build long-term, trusting relationships while delivering a seamless and personalized experience. Their investment philosophy emphasizes disciplined, data-driven decisions without market timing or shortcuts. They believe successful investing starts with careful analysis and strategic execution, balancing risk awareness with a focus on growth. By leveraging their industry expertise and understanding of evolving financial landscapes, they seek to surpass expectations and create lasting value for their clients. Their innovatETF strategies® offer practical, data-driven, global ETF solutions designed to help investors navigate today's markets with confidence.
Investment Focus
- Accredited investor status required
- Investment horizon of at least 5 years
- Diversification across multiple asset classes
- Alignment with firm's global macro investment strategy
Portfolio Companies
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Unlock full contacts →Frequently asked questions about GLOBALT Investments
What sectors does GLOBALT Investments invest in?
GLOBALT Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Atlanta, United States. GLOBALT Investments is listed as a private investment firm in the ConnectSafely investor database.
What stage does GLOBALT Investments invest at?
GLOBALT Investments backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does GLOBALT Investments invest in?
GLOBALT Investments invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
Who are the partners at GLOBALT Investments?
Team members listed for GLOBALT Investments include Drake Craig (Co Managing Partner & COO) and William Roach (President).
What companies has GLOBALT Investments invested in?
GLOBALT Investments's portfolio includes Apple, Microsoft, Amazon, Johnson & Johnson, Visa, Google, Nvidia and Tesla.
How do I contact GLOBALT Investments?
GLOBALT Investments's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database