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