Globevest Capital was established in 2002 by two experienced portfolio managers. Owners and founders Patrick Proulx and Miguel Mediavilla focused the new firm's private portfolio management methods around risk management strategies, an approach still little known in the early 2000s.
This project fused their interest in finance, math and computer science with their plan to create an innovative enterprise offering a new management style supported by personalized service.
Globevest Capital grew swiftly, taking on two advisors and more recently, another partner. The administrative team has also expanded to ensure outstanding client care.
Globevest Capital remains one of the few firms specializing in both portfolio and risk management. Its founders remain driven by their original commitment to effective portfolio management.
