Global Macro Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Global Macro Asset Management LLC provides discretionary investment management to individual and institutional clients, including other financial professionals, primarily through separately managed account strategies. The firm manages a small, concentrated client base on a percentage‑of‑assets fee model and requires clients to maintain accounts with a qualified custodian for asset custody and trade execution.
GMAM offers a conservative, long‑only Multi‑Asset World Portfolio that emphasizes capital preservation and opportunistic asset allocation across global equities, fixed income and commodities, typically implemented via ETFs. The adviser uses fundamental analysis and a long‑term orientation but may rebalance or execute shorter‑term trades to manage risk, harvest gains, or meet client liquidity needs.
Notably, GMAM’s Form ADV discloses recent material changes—an uncommon event among peers—which include updates to its billing procedures and other administrative information. The firm is small in scale (two advisors and roughly $2.7 million in AUM) yet maintains institutional relationships with custodians that provide trading platforms and operational support, and it does not accept proxy‑voting responsibility or custody of client assets beyond authorized fee deductions.
Client services
Expertise
Fee options
Up to 1.95% annually, negotiable based on size and complexity
Fee-only: Fee-only advisory firm, no commissions
Main office
See office3753 Howard Hughes Parkway, Suite 200
Las Vegas NV 89169
Advisors at this office
1
Offices (2)
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Donald C
Series 63, Series 65
Las Vegas, NV
Global Macro Asset Management LLC
Donald Cody is a financial advisor at Global Macro Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Global Macro Asset Management since 2014. The firm provides discretionary investment management to individual and institutional investors through a Multi-Asset World Portfolio strategy, which employs a conservative, globally diversified approach using ETFs. Global Macro Asset Management emphasizes capital preservation and opportunistic asset allocation through fundamental analysis and maintains a small client base served by two advisors.
Robert J
Series 63, Series 65
Reno, NV
Global Macro Asset Management LLC
Robert Jorgensen is a financial advisor with Global Macro Asset Management LLC in Reno, NV. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes positions at Brookstone Capital Management, Spire Wealth Management, and BNY Mellon Advisors. Outside of his advisory role, he is a consultant with NV Legal Doc's, LLC, a document preparation firm. Global Macro Asset Management LLC provides discretionary investment management to individual and institutional clients, focusing on a conservative, long-only multi-asset portfolio that emphasizes capital preservation and opportunistic asset allocation across global equities, fixed income, and commodities. The firm manages a concentrated client base primarily through separately managed account strategies.
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