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Disclosures
GLOBALT is an SEC Registered Investment Adviser since 1991 and, effective July 10, 2013, remains a Registered Investment Adviser through a separately identifiable division of Synovus Trust N.A., a nationally chartered trust company. GLOBALT provides professional money management to both institutional and individual investors through Equity, Fixed Income, and ETF Asset Allocation strategies. Registration of an Investment Adviser does not imply any certain level of skill or training. Content may not be reproduced, distributed, or transmitted in whole or in part, by any means without written permission from GLOBALT. To receive a copy of GLOBALT’s Form ADV Part 2, contact GLOBALT’s Chief Compliance Officer, 3400 Overton Park Drive, Suite 200, Atlanta GA 30339.
Valuations utilized by GLOBALT are based on information provided by third party sources. Although the data gathered from third-party sources is believed to be reliable, GLOBALT Investments has not audited or verified the accuracy or completeness of the information. GLOBALT is not responsible for any damages or losses arising from any use of third-party data. Any security, allocation, or weightings are subject to change without notice and no assurances are made that they will remain in a strategy or portfolio at the time you may receive the information. Illustrative strategies or portfolios may not be representative of strategies or portfolios of existing clients. Performance numbers are subject to change without notice.
Any performance data presented represents past performance, which do not guarantee future performance and future performance may result in a loss. No current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended/offered by an Adviser or GLOBALT) or product referenced will be profitable or equal to past performance levels. The investment return and principal value of an investment will fluctuate, thus when sold or redeemed, may be worth more or less than the original cost. There are risks, including possible loss of principal, associated with investing in securities, including but not limited to erratic or volatile market conditions, financial and debt market risk, geopolitical risk, management risk, liquidity, non-diversification risk, credit and counterparty risk. Diversification and/or strategic asset allocation do not guarantee a profit nor protect against a loss in declining markets. Investors should carefully consider investment objectives, risks, charges and expenses. Clients are advised that their statements and individual trade confirmations, are the official records of their accounts and transactions, not any report they may receive. This and other important information are contained in GLOBALT’s Form ADV Part 2, which is available on this site or the Investment Adviser Public Disclosure page and should be read carefully prior to investing. Report calculations and figures should not be relied upon for tax purposes. You should consult your tax advisor for specific questions regarding your own tax situation.
Indexes are unmanaged and it is not possible to invest directly in an index. Index returns do not represent the results of actual trading of investor assets. Index returns do not reflect payments of any sales charges, fees, or expenses that an investor would pay or incur to purchase or own the securities that indices represent. The imposition of such fees, charges or expenses would cause actual and back- tested performance to be lower than the performance shown for that index. Exposure to an asset class represented by an index may be available through investable instruments based on that index. There is no assurance such investment products will accurately track index performance or provide positive investment returns.
GLOBALT claims compliance with the Global Investment Performance Standards (GIPS®).
GLOBALT has prepared material on this site for informational purposes only. It should not be construed as investment advice, a recommendation or solicitation to purchase and / or sell any security.
Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC and an SEC Registered Investment Adviser. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.
NOT A DEPOSIT. NOT FDIC INSURED. NOT GUARANTEED BY THE BANK. MAY LOSE VALUE. NOT INSURED BY ANY FEDERAL AGENCY.
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