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About 2018-03-30T19:24:52+00:00

Welcome To GAMG

Global Asset Management Group is a Registered Investment Advisory firm doing business in Florida, Georgia, California, Illinois, and Hawaii. We believe wealth management goes beyond investment consulting and asset management. Our primary goal is to achieve investment performance while also delivering services and solutions that make our clients' financial lives easier.

Who Is GAMG?

To enhance our clients financial lives.

We understand each client has many options when choosing between financial advisors and investment opportunities. We believe that in making financial decisions it is helpful to have a disciplined and objective partner who delivers advice based solely on an intimate understanding of one's needs and objectives.

We believe Global Asset Management Group can be that partner, making our clients' financial lives easier.

Meet Joe

Joe Adkins
Joe AdkinsChief Executive Officer & Lead Portfolio Manager
Mr. Adkins holds a Series 65 license as well as the Life, Health and Annuity license. He is also the Broker/Owner of The Realty Factor, Inc., Realty Referral Alliance, Inc. and The Rental Factor which are prominent full service, referral and property management companies in Florida.

The Realty Factor, Inc. 1/2/2005 — Current

Longwood, FL
- Broker/Owner managing real estate agents as well as listing and selling real estate.
- Responsible for managing 31 real estate agents
- Managing the office responsibilities from paying the bills to generating leads for our agents.
Global Asset Management Group, Inc. 12/1/2008 — Current

Longwood, FL
- Owner and Lead portfolio manager for $27,000,000 (as of 03/2018) in assets on the TD Ameritrade Institutional platform.
- Speaking at financial seminars to acquire new clients.
- Training insurance agents and insurance agencies on how to integrate asset management into their practice.
- Mentored financial advisors through their securities licensing process (Series 65, Series 66).
- Managing over 400 portfolios for client accounts ranging from Traditional IRAs to 401k’s
- Active Management coupled with Strategic Asset Allocation adjusting client portfolios in response to market and economic conditions sometimes in a tactical manner.
- Data Analysis and Market Analytics performed on prospective companies for purchase.
- Debt market analysis ranging from junk bonds to sovereign wealth funds.
- Technical analysis of stocks and ETFs using a broad array of indicators such as: MACD crossovers (oscillator), SMA/EMA Crossover Triggers, Wilder’s RSI, Volume, and Money Flows.
- Built a custom Microsoft Sharepoint CRM and Database from the ground up using Sharepoint Online, Sharepoint Designer, Microsoft Flow, and custom scripts.
- Build, maintain and trade model portfolios.
- Run data import and account reconciliation on over 50,000 line items per month.
- Build custom PowerPoint presentations when performing a side-by-side Portfolio Analysis for clients.
EDUCATIONAL BACKGROUND
- Associate Degree, Seminole State College, Sanford/Lake Mary, FL
- Currently enrolled at the UCF College of Engineering and Computer Science. CS Degree.
- Certificates of Completions/Accomplishment for software and programs too vast to mention. This includes the completion of over 200 hours of online training through LinkedIn’s Lynda.com now owned by Microsoft.
- Read over 200 non-fiction books on business, finance, self-help, programming, stock trading, management, and real estate.
References Available Upon Request

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