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Adam Franklin has been trading equities and managing diversified investment portfolios for clients for over ten years. He has served the needs of individual and corporate clients at major brokerage firms and is now building a select, new client base as an independent financial advisor with Alpha Global Investments. He has a passion for working closely with clients to help them achieve their financial goals and investment objectives. Mr. Franklin believes that through a combination of proper asset allocation and a disciplined equity trading strategy, investors can maximize the potential of their portfolios while avoiding the trap of high fees that diminish long-term results.
Adam is dedicated to advising clients
based on his thorough research and detailed analysis of market conditions. Frequent, clear communication is essential to the success of any investment plan. Adam provides personal attention to each client and recommends they meet with him at least quarterly to discuss the current composition and performance of their accounts as well as to discuss any changes in their current situations or future goals that may suggest potential investment strategy changes. Positive results are built on a solid foundation of trust between advisor and client, and regular communication keeps the plan on target over time.
Adam is an avid golfer and fly fisherman. He makes his home in Temecula, CA with his wife Aly.
Registered investment advisor.
Bonds, Commodities, ETFs, Foreign stocks, Retirement savings, Stocks - long, Stocks - short
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Had a good day scalping short side only took me about 2 1/2 months to realize every day bounces back and just deal with it.
Apr 3, 2012
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