Communication and Reporting

Our entire team manages all clients, ensuring consistency in service, communication, and performance.
We value a close working relationship with our clients and can meet as frequently as desired, never with any additional fees.

We utilize our state-of-the-art software to compile reports that are customized to your specific needs.

At US Asset, we treat every quarterly meeting like an educational workshop to keep you up to date on the latest investment ideas.

We will never invest your assets in a security or strategy that has never been fully explained to you first.

US Asset is happy to work closely with your custodians, accountants, auditors, or other professionals to determine the mix of assets that best suits your needs.


At US Asset, we provide our resources and experience to ensure a seamless transition as quickly as possible.

We work hard to develop and maintain an open line of communication with key contacts during the transition.

Most transitions can occur within 30 days.