About

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?

Our Firms Mission

sites pour rencontrer des amies To enhance our clients financial lives.

Continued 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.

http://sumarplant.ro/franciye/2251 We believe Global Asset Management Group can be that partner, making our clients' financial lives easier.

Meet Joe

Joe AdkinsChief Executive Officer & Lead Portfolio Manager

Mr. Adkins holds a Series 65 license with Global Asset Management Group, Inc. His Life, Health and Annuity license is with Financial Insurance Advisors, Inc., also owned by Mr. Adkins. 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.

site rencontre vraiment gratuit forum Global Asset Management Group, Inc. 2008 — Current
Longwood, FL
- Owner and Lead portfolio manager for $35,000,000 (as of 07/2018) in assets on the TD Ameritrade Institutional platform.
- Speaking at financial seminars (live and online) to acquire new clients.
- Training insurance agents and insurance agencies on how to integrate asset management into their practice.
- Mentoring financial advisors through their securities licensing process (Series 65, Series 66).
- Managing over 500 client portfolios ranging from Traditional IRAs to 401k’s.
- Specializing in Active Money Management coupled with Strategic Asset Allocation adjusting client portfolios in response to market and economic conditions often in a tactical style.
- Data Analysis and Market Analytics performed on prospective companies/sectors for purchase.
- Debt market analysis ranging from US Corporate 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, Money Flows, Japanese Candlestick interpretation, etc.
- Programming knowledge used to build a custom Microsoft Sharepoint CRM and Database from the ground up using Sharepoint Online, Sharepoint Designer, Microsoft Flow, Excel, Visual Basic, C# and custom scripts.
- Building, maintaining and trading model portfolios.
- Performing data import and account reconciliation on over 50,000 line items per month.
- Generating custom PowerPoint presentations when performing a side-by-side Portfolio Analysis for clients.

http://www.techhelpnumbers.com/font/2556 The Realty Factor, Inc. 1/2/2005 — Current
Longwood, FL
- Broker/Owner managing real estate agents as well as listing and selling real estate.
- Managing office responsibilities from accounting to overseeing marketing and client acquisitions for our agents.
- Compliance and Accounting with The Rental Factor property management division.

97 rencontre Educational Background
- Associate Degree, Seminole State College, Sanford/Lake Mary, FL
- Currently enrolled at the UCF College of Engineering and Computer Science. CS Degree and Mathematics.
- 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.

Meet the Team

Kathi Adkins (Admin)
Kathi is a key part of GAMG. Along with being a licensed realtor for the past 15 years she also has held an insurance license for 6 years. She is an expert at auditing documents ensuring for correctness all around. Kathi helps with incoming phone calls and emails, at times rerouting them to the correct person. Kathi is the go to person for our clients that want to invest in real estate. She works closely with Denise Adkins on the real estate front. She is a great source in answering insurance questions for our clients and can follow up with the carriers to get needed information such as illustrations, forms and processes.

Seth Lewis (Tech Services)
Seth is our all around tech support. With the world going completely digital, it is crucial to be on the forefront of new technologies. His focus on automation advancements allows for us to keep costs down and pass those savings to our clients. Seth’s expertise enables us to have a secure network including all computers, routers and databases. If we need a new program to help organize and expedite policies, Seth will often just code up the solution to automate such a task. Programming languages range from the full Microsoft Suite to nimble scripting languages.

Mary Bishop (Admin)
Mary plays the very important role of Joe Adkins executive assistant. Her knowledge of financial documentation and preparation helps speed up the onboarding process drastically. Mary is an expert at keeping agents connected to Joe and making sure all required documents are accounted for. Mary helps us maintain accurate internal databases through series of checklists and audits. Mary had been in this business for a long time first with an attorney for years and now with Joe for about 5 years. She knows how to keep things moving.

Robert Glickman (Hiring Manager, Registered Investment Advisor)
Bob holds his Series 65 License and is our resident hiring manager for outside advisors. Along with holding his securities license he is also a retired lawyer with a wonderful reputation in the community. With his experience and expertise, the sky’s the limit in our agent recruiting program. Bob has great follow up skills and lets nothing fall through the cracks. He has a wealth of knowledge and always makes client and associates feel comfortable.

Denise Adkins (Office Manager)
Denise is an integral part of GAMG, besides being married to Joe. Not only does she have her real estate license for 14 years she also is in her last year of Law School. At the present time, she is leading the charge in our property management company, keeping an eye out for any great real estate investment opportunities for our clients as well as managing those assets for clients. Denise is excellent at compliance and keeps the office informed of upcoming changes in laws and programs.

Welcome To GAMG

Who Is GAMG?

Our Firms Mission

Meet Joe

In The Press