Thomas Heierli is a financial advisor at Global Wealth Management, L.C. with 17 years of experience at the firm and over 31 years in the industry. He holds a Series 65 designation and is also a managing partner and member of the investment committee at Wealth Management Group AG, a Swiss advisory firm serving non-U.S. clients. Global Wealth Management, L.C. provides discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and other entities. The firm focuses on customized portfolio construction with a global diversification approach, incorporating a range of investment strategies and instruments including derivatives to meet clients’ objectives.

Olaf Herr is a financial advisor at Global Wealth Management, L.C. with Series 65 credentials and two years of industry experience. He also serves as a partner and client relationship manager at NHP Asset Management AG, a family office and asset management firm based in Zurich, Switzerland, where he acts as a client adviser and risk manager for non-U.S. clients. Global Wealth Management, L.C. offers discretionary and non-discretionary portfolio management and investment advisory services to individuals, families, trusts, and business entities. The firm’s investment approach focuses on global diversification and international opportunities, utilizing both fundamental and technical analysis to implement tailored strategies that may include foreign securities, ETFs, REITs, and derivative instruments.