Overcoming the challenges of risk, meeting the demands of growth.

Josh Newman

IPMG Co-Portfolio Manager/Financial Advisor

A business graduate from KSU, Josh joined the IPMG team in 2005 as a partner with Martin Truax and Ron Miller. Josh has spent almost 14 years under Ron Miller’s training mastering IPMG’s unique approach to asset management called the Flexible Portfolio Method, which is grounded in risk management and the proprietary models that drive this process through periods such as the Great Recession of 2008-9.

Josh manages portfolios for clients using the same dynamic discipline and tools IPMG has used for decades under Ron Miller’s tutelage. The timing of when Josh joined the team as a partner before and through the Great Recession, combined with the intense training from Ron Miller and other mentors, makes him uniquely equipped to manage IPMG’s strategies and help carry the legacy well into the future with his partners. With strong teammates supporting the process, proprietary models that are dynamic in nature, as well as the full scope and resources Raymond James brings to bear, IPMG clients are provided a comprehensive and experienced manager and team to navigate the waters ahead.

Josh and his wife, Sabrina, have three children, Grace, Ava, and Ryder. When he is not working, he is spending time with his family in Roswell GA with its rich history and many unique parks surrounding the Chattahoochee River. He is a member of the Market Technicians Association (MTA), and enjoys the challenges of keeping up with the rapid changes in today's technological advancements and evolving marketplaces.