At last year’s Exchange, VettaFi interviewed Globalt CEO & President Bill Roach about his firm and the Exchange conference.
Globalt is an Atlanta-based firm. They were an early adopter of ETFs and they manage funds for a broad range of investors. “We’ve been serving clients for 33 years — both institutional and retail clients," said Roach.
One of the Earliest ETF Strategists
Globalt started managing portfolios with ETFs in 2003. “There are 10 firms with a longer track record managing purely ETF portfolios,” Roach noted. Globalt is 100% employee owned, and Roach shared the firm’s commitment to diversity. “I’m a firm believer that diversity is a pillar of our organization. I want to make sure that everyone is given an opportunity,” he said, adding, “We want the best talent we can possibly find.
The firm’s 33-year history is storied and impressive. After it was acquired at one point, its employees repurchased Globalt. Today, Roach sees it as a strength that Globalt’s employees are sitting on the same side as their clients. He also shared that the firm is 63% diverse, with women and other minorities taking critical roles throughout the firm.
Roach on Globalt’s Investment Process
Sharing Globalt’s investment process, Roach said, “We use a strategy that incorporates quantitative, fundamental, and technical analysis to build portfolios that are diversified [and] risk controlled.” Accordingly, Globalt’s client-centric approach is focused on listening to client risk parameters and working to exceed long-term goals of clients.
As Exchange Advisor Council Member, Roach Champions Exchange
Roach is one member of the Exchange Advisor Council. The EAC is a group of advisors that have had a huge hand in shaping the Exchange conference. Accordingly, they have helped to make it the premier event that it is today. “They have always been very focused on providing the best content for the advisors that attend,” Roach said.
Speaking more broadly of Exchange, he praised the conference as a place to make new connections and rekindle old ones. He added, “it is a good place for thought leadership, to learn about things you hear snippets of throughout the year.”
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