About Us


US Asset Management Firm Overview

US Asset Management was formed in 2002 by a group of investment bankers who recognized the need to offer sophisticated investment management services for small to mid-sized municipalities, cities, and authorities. Plans offered to these clients were traditionally under serviced and not as fully diversified as large institutional plans.

Over the past 15 years, US Asset Management has achieved its goal of offering well-diversified, separately managed portfolios with personalized service for all clients regardless of style or size.

US Asset Management has experience providing the following investment management services to public sector clients, such as police, firemen, public works, municipalities, school districts, and authorities throughout Pennsylvania:

  • Pension Plans
  • Cash Management
  • Construction Fund Management
  • Taft-Hartley Plans
  • Endowments
  • Public Investment Accounts
  • 457 & 403 plan management

Our Philosophy

At US Asset Management, our main goal for all clients is preservation of capital. Through many years of refinement, we have developed methodologies that achieve maximum returns with the lowest possible risk.  Our goal is to closely track benchmarks while always trying to outperform.

Performance

US Asset Management’s investment performance meets or often exceeds key asset class benchmarks, such as the S&P 500. Our clients find that we consistently rank highly nationally for our returns.