Investment Strategies Overview

Empowering families to achieve generational wealth through disciplined, data-driven investment strategies and planning.

Multi-Asset Approach

Utilizing stocks, futures, options, and FX for resilient, long-term portfolio construction and growth.

A person holds a smartphone displaying a stock market trading app with candlestick charts. A laptop is on a wooden table with a similar financial chart, indicating active trading or analysis. The setting suggests a home office or casual workspace.
A person holds a smartphone displaying a stock market trading app with candlestick charts. A laptop is on a wooden table with a similar financial chart, indicating active trading or analysis. The setting suggests a home office or casual workspace.
Risk-Aware Planning

Focused on succession-ready strategies that ensure clarity and continuity for future generations' wealth.

A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.
A person holding a smartphone with a financial application open on the screen, standing outside a modern glass building. The background shows a plaza with trees and pedestrians.

Investment Strategies

We empower families to build wealth through disciplined investment strategies.

A modern multi-story building with a prominent black and white sign displaying 'GWM'. In front of the building, several parked cars are visible, lined up near a fence. A tree is situated to the right, next to the empty parking spaces. The sky is partly cloudy, and the lighting suggests it is either morning or late afternoon.
A modern multi-story building with a prominent black and white sign displaying 'GWM'. In front of the building, several parked cars are visible, lined up near a fence. A tree is situated to the right, next to the empty parking spaces. The sky is partly cloudy, and the lighting suggests it is either morning or late afternoon.
Legacy Planning

Our legacy planning focuses on transforming family capital into enduring wealth for future generations through risk-aware strategies and succession-ready frameworks.

A building with multiple stories features the word 'RICHMAN' in illuminated letters on its rooftop. The sky above is a blend of vibrant pink and purple hues, suggesting either sunrise or sunset, casting a dramatic backdrop.
A building with multiple stories features the word 'RICHMAN' in illuminated letters on its rooftop. The sky above is a blend of vibrant pink and purple hues, suggesting either sunrise or sunset, casting a dramatic backdrop.
Wealth Management

Our wealth management services are designed to guide families in achieving high-net-worth status while ensuring clarity and continuity across generations through strategic investment and planning.