Us Asset Management, LLC

US Asset Management, LLC is a registered investment adviser specializing in institutional and high net worth asset management on a discretionary basis. The firm's investment decisions are made by an Investment Committee, considering client needs, objectives, risk tolerance, and tax status. Recommendations may include stocks, bonds, mutual funds, and other securities, with accounts regularly reviewed to ensure alignment with client goals. Investment advisory services are primarily discretionary, with changes approved by the Investment Committee and material changes communicated to clients. The firm's fee structure is detailed in the Investment Advisory Agreement, with fees based on assets under management. US Asset does not charge performance-based fees and serves various clients, including public pension funds, institutional accounts, and high net worth individuals, typically requiring a minimum account size of $1,000,000. Investment strategies involve quantitative and qualitative analysis, focusing on risk-based portfolio building. The firm does not accept custody of client assets and maintains a code of ethics, personal trading policy, and supervisory procedures to ensure client interests are prioritized. The firm's executives have no disciplinary history and are dedicated to providing quality service to clients.