Santa Fe, NM Office
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Market Gauge Asset Management
Team
Firm-wide stats for Market Gauge Asset Management
About
Market Gauge Asset Management provides discretionary portfolio management primarily to individual clients (including high‑net‑worth individuals) and institutional clients through separately managed accounts and sub‑advisory arrangements. The firm creates investment policy statements, offers pre‑designed portfolio blends, and delivers model-based trading signals to third‑party platforms and institutional clients.
MGAM implements a blend of proprietary, rules‑based models licensed from affiliated firms and traditional analysis — fundamental, technical, quantitative and qualitative — and executes tactical, frequently traded strategies alongside longer‑term allocations. The firm may employ hedging and leverage in certain strategies, manages both asset‑based and performance‑fee accounts, and states policies to allocate opportunities equitably across differently‑structured client accounts.
Noteworthy aspects include the firm’s licensing relationship with Dataview LLC and MarketGaugePro (MarketGauge.com/MarketGaugePro.com), entities with overlapping ownership that supply many of MGAM’s proprietary models and trading signals; MGAM discloses and says it seeks to mitigate the resulting conflicts of interest. The brochure also discloses that some personnel have broker‑dealer or other outside financial affiliations and that MGAM provides non‑discretionary model services (including analysis on approximately $40 million of assets), while the firm does not position itself as a provider of standalone financial planning.
Based on Market Gauge Asset Management
Location
404 Kiva Court Suite G
Santa Fe NM 87505
Advisors at this office
3
Advisors at this office
James K
Series 65
Santa Fe, NM
Market Gauge Asset Management
James Kimball is a financial advisor with Market Gauge Asset Management in Santa Fe, NM, holding a Series 65 credential and 11 years of industry experience. He has worked with Market Gauge since 2015 and is also a self-employed consultant for Dataview LLC, a financial publishing company focused on education and market research, where he conducts financial analysis and systems development. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients, utilizing a combination of proprietary rules-based models and traditional investment analysis methods. The firm offers model-based trading signals and tactical strategies alongside longer-term allocations, serving clients through separately managed accounts and sub-advisory arrangements.
Alan F
Series 65
Santa Fe, NM
Market Gauge Asset Management
Alan Friedman is a financial advisor at Market Gauge Asset Management with two years of industry experience. He holds a Series 65 designation and has been an Associate Professor at Purdue University since 1995. Market Gauge Asset Management provides discretionary portfolio management primarily to individual and institutional clients through separately managed accounts and sub-advisory arrangements, utilizing a blend of proprietary models and traditional analytical methods to implement tactical and longer-term investment strategies.
Keith S
Series 65
Santa Fe, NM
Market Gauge Asset Management
Keith Schneider is a financial advisor at Market Gauge Asset Management with 11 years of industry experience. He holds a Series 65 designation and has been with Market Gauge since 2015. Outside of investment advisory, he is CEO of Dataview LLC, a financial publishing and data analytics company, and is involved in software development through leadership roles at Wizard IP LLC and Picatinny Intellectual Partners. Market Gauge Asset Management provides discretionary portfolio management primarily to individual and institutional clients using a blend of proprietary, rules-based models and traditional analysis. The firm incorporates tactical and longer-term strategies and offers model-based trading signals through separately managed accounts and sub-advisory arrangements.
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