By focusing on each client’s individual situation and objectives, USCWA incorporates a broad range of traditional financial products and, when appropriate, the evolving array of alternative investments and private equity to develop and implement a carefully tailored plan to reach each client’s goals.

Our services and capabilities include:
  • Financial Planning
  • Asset Allocation
  • Discretionary Portfolio Management
  • Client Directed Equities and Fixed Income
  • Alternative Investments
  • Investment Manager Search
  • Performance Reporting
  • Family Office Advisory and Execution
  • Concentrated Position Strategies
  • Liquidity Management
  • Institutional Consulting
  • Equity Research
  • Municipal Securities
  • Insurance Solutions