There is only one success - to be able to spend your life in your own way.
- CHRISTOPHER MORLEY
How We Can Help
Our goal is to make your life easier while securing a legacy for your clients. We do this by providing:
A Full Integration
We will work with you to develop a fully integrated solution that results in a simple workflow and full transparency for you and your clients.
As a fee-only registered Investment Advisor and an Accredited Investment Fiduciary we receive no commissions and assume full responsibility for our recommended investments, relieving you of the liability of offering investment advice.
The Complete Client Solution
Now your services extend beyond the many day to day important tasks you perform into the important legacy leg of the artist's life. Global Macro can educate and help your clients prepare for the next important phase of their life after the "lights turn down".
In a previous life, Don was an Artist, Engineer and Producer for Fantasy and CBS Records in San Francisco. While there, he produced Tony Bennett working with musicians from the Beach Boys, Earth Wind & Fire, Chicago, Eddie Money, Huey Lewis and the News, Patti LaBelle, Confunkshun, and Sly Stone among others. See: https://www.discogs.com/artist/420190-Don-Cody. His music industry experience gives him an appreciation of the unique financial issues entertainers, athletes, and others who experience sudden wealth face.
Global Macro Asset Management