GLOBALT Investments

GLOBALT Investments is a wholly owned subsidiary of Synovus Financial Corp., the Columbus, Georgia-based regional bank. It serves as Synovus's primary registered investment advisory vehicle, managing proprietary investment strategies and acting as an intermediary for third-party manager selections. The relationship gives GLOBALT access to Synovus's client base and distribution network across the Southeast, while maintaining operational separation in investment decision-making.

Brian J. Smith serves as Chief Investment Officer and leads the investment management team. He is supported by a portfolio management group that operates within an Investment Committee structure. The committee governs asset allocation, manager selection, and risk oversight across all strategies. Day-to-day portfolio management is executed by analysts and PMs covering equities, fixed income, and alternatives.

GLOBALT manages strategies across U.S. large-cap equities, international equities, taxable and municipal fixed income, and liquid alternatives. Equity approaches include both value and growth mandates. The firm also offers its Alternative Strategies Fund, a liquid alternatives vehicle sub-advised by external managers including BlackRock. Retirement plan services and fiduciary advisory round out the institutional offering.

GLOBALT operates a hybrid model. It manages direct separate accounts and proprietary mutual funds, while also functioning as a gatekeeper and allocator to external managers through its fund-of-funds and sub-advisory relationships. The Alternative Strategies Fund exemplifies this approach, delegating day-to-day management to BlackRock and other sub-advisors rather than running those alternative strategies internally.

GLOBALT does not publicly market a direct co-investment program. Its external manager relationships are structured through sub-advisory agreements and fund allocations rather than side-by-side co-investment vehicles. The firm's role is typically that of a selector and allocator, not a discretionary co-investor alongside private equity or venture capital GPs.

Yes, the GLOBALT Foundation serves as the firm's philanthropic arm, with a focus on community development and educational initiatives. The foundation operates separately from the investment management business, though both entities share the GLOBALT name and benefit from the broader Synovus ecosystem's community engagement.

GLOBALT Investments is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser. Its Form ADV filings detail AUM, fee schedules, and disciplinary history. The firm is also subject to oversight through its parent Synovus Financial's regulatory relationships with the Federal Reserve and other banking regulators, though investment advisory activities fall squarely under SEC jurisdiction.