Personalized Investment Counseling for USA & Swiss Persons

Portfolio Management

Global Wealth Management, L.C. (GWM) provides portfolio management services to high net worth individuals, families, trusts and other business entities. There is no minimum investment requirement, however, USD 500,000 minimum, or equivalent in other currencies, is recommended for discretionary mandates. Our custom-tailored investment profile outlines the parameters for a mid to long term investment strategy, taking into consideration risk parameters for each client individually. We believe in global diversification to achieve capital preservation with long-term growth and a hedge for possible future devaluation of our clients homebased currency. All partners and portfolio managers of GWM have broad long-term expertise in managing global and international investment portfolios.

Advantages

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Custom tailored investment approach for each client individually

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Independent asset allocation and investment strategy

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Transparent management fees and all-in fees with custodian