| Firm
Overview
US Asset Management, LLC (USAM) is a SEC Registered
Investment Advisor providing investment management services
to institutional investors. The principals at USAM represent
a combined 125 years of industry experience delivering
in excess of $10 billion in specialized financing and
asset management services. USAM leverages a deep knowledge
base in investment banking and the unique funding challenges
faced by public institutions, giving us a broad perspective
encompassing both sides of an investor’s balance
sheet.
A
Collaborative Viewpoint
US Asset Management views itself as a member of your
asset management team. As such, USAM seeks to optimize
your portfolio management structure by working collaboratively
with your designated investment officers. The value
that USAM adds to your portfolio management is the direct
result of our investment recommendations, our asset
management and portfolio review process and the successful
integration of our carefully selected product offerings.
Asset
Classes
US Asset Management offers expertise in a wide variety
of asset classes including all facets of equity and
fixed income investing as well as a broad range of alternative
asset classes. Alternative asset classes include hedge
funds (market neutral, special situation, arbitrage
and real assets), real estate investment trusts and
indexed strategies, etc.
Specialized
Services
US Asset Management also provides a comprehensive suite
of portfolio management and investment services including:
- Comprehensive
Investment Policy Review
- Custom
Asset Allocation Services
- On-going
Asset Allocation Monitoring
- Manager
Performance Assessment
USAM
Business Model
The
USAM Business Model is both unique and effective. Instead
of being solely aligned to a proprietary platform of
investment products, USAM accesses the entire marketplace,
carefully examining and selecting only those investment
Sub-advisors with proven categorical performance and
cost effectiveness. Thus, our line of investment products
is distinct, successful and cost effective.
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