Davis Rea to acquire GlobeInvest Capital Management.

Davis Rea, an investment manager, agreed to acquire GlobeInvest Capital Management, a company that manages investment portfolios for high net worth clients with personalized strategies. Financial terms were not disclosed. This merger reflects more than just a business decision. It is a commitment to strengthening our shared philosophy of independent, thoughtful investing and placing your needs at the heart of every decision we make. Our discussions with GlobeInvest began over two years ago, not just for the sake of creating a bigger firm, but with the goal of ensuring that both our teams could better serve our clients—by pooling talent, expanding our expertise, and enhancing operational efficiency.