Located in Atlanta, GLOBALT is a subsidiary of the Synovus Financial Corporation. It offers various strategies, such as mid-cap growth equity, balanced, fixed-income and blended-equity funds. It provides active strategies to minimize taxes, including surrogate swaps, doubling and selling, and selling and repurchasing stocks in accordance with wash rules. Its private client group offers tax-efficient equity management. Its consultant center provides online access to composite performance data, sample portfolios, portfolio characteristics and quarterly product updates. Its asset allocation products provide exposure to 15 sub asset classes and utilize exchange-traded funds and index funds for both individual and institutional clients. Its portfolio managers work with various tax, estate planning and consulting professionals.
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