A Financial Advisory for Businesspeople
Global Macro Asset Management is a Las Vegas based fee-only Investment Advisor and Accredited Investment Fiduciary (AIF) for Executives and their Families
Corporate Executives
Maximize your corporate benefits and the value of your employee stock options with timely advice on how and when to act on your equity compensation.
Business Owners
We can help develop your exit plan but - don't rely on the sale of your business for your retirement. Take full advantage now of the tax advantages and benefits the right retirement plan offers you and your employees.
Retirement Planning
Thinking about retirement - or already retired? Thinking of rolling over your 401k? We'll advise the best route and help you develop a plan to get you to where you want to be
Smart Advice for Smart People
Investments
Capital preservation is our priority. Each client portfolio begins its construction with that premise and is tailored to your specific goals. All are tax-sensitive and use active, systematic, rules-based techniques to preserve and grow your capital and eliminate investors' worst enemy - human emotion.
Financial Planning
Your life is not static, nor should your Financial Plan be. Our planning process is comprehensive and dynamic. We take not only a global view of the investment world, but of you as well and partner with you in managing your entire everchanging financial life.
We Will
Listen
To get the right answers, you have to ask the right questions.
- W.O Bentley, Founder, Bentley Motors
The Corollary
In order to ask the right questions, you need the right experience.
- Don Cody, Founder, Global Macros Asset Management
Treat You as a Partner
We are not looking for hundreds of clients. We are looking for a limited number of great relationships.
Always Act in Your Best Interest
As a fee-only Registered Investment Advisor, and Accredited Investment Fiduciary® we always work in your best interests, adhering to the strictest ethical and regulatory standards. We receive no commissions and have no conflicts of interest.
How to Work With Us
You decide how much interaction you’d like. Work on your own as a Guided Client, and we’ll get you started with access to our intuitive interactive online planning tools. For more complex planning needs or if you’re looking for more of a one on one experience, become a Private Client with direct access to GMAM’s CEO. Either way, you have the option to view all your banking/brokerage/retirement accounts conveniently in one place. Whichever you prefer, we’re there for you.
Hear from GMAM's CEO
Accredited Investment Fiduciary®, AIF®
Accredited Investment Fiduciary® (AIF®) The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the standards‐setting body of fi360.
