Discretionary Mandate

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 1’000’000 minimum, or equivalent in other currencies, is recommended for investment mandates.

Our custom-tailored investment profile outlines the parameters for a short- 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 devaluations of our clients homebased currencies.

All partners and portfolio managers of GWM/WMG have broad long-term expertise in managing global and international investment portfolios.