# GLOBALT Investments

GLOBALT Investments is an Asset Manager based in Atlanta, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** globalt.com
- **LinkedIn:** https://www.linkedin.com/company/globalt-investments-atlanta

## Regulatory record

- **CRD number:** 328039
- **SEC file number:** 801-129022
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328039

## About

GLOBALT INVESTMENTS is an SEC-registered investment adviser in ATLANTA, GA, registered since 2023. The firm manages approximately $3.0 billion in regulatory assets. It has 18 employees and 18 investment advisers.

## People

- Brian J. Smith — Chief Investment Officer
- J. David Pope — President & Chief Executive Officer

## Questions

### How is GLOBALT Investments related to Synovus Bank?

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.

### Who runs investment decisions at GLOBALT Investments?

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.

### What investment strategies does GLOBALT offer?

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.

### Does GLOBALT participate in fund commitments or only direct mandates?

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.

### What regulatory body oversees GLOBALT Investments?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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