Equity Management

US Asset Management offers clients of all sizes customized equity portfolios that realize maximum returns with the least amount of risk that meet or often exceed the benchmark.

Many stock portfolios can be managed individually or as part of a Balanced Pension Plan.

We usually rank in the top quartile versus our peers for how closely we are able to track the Standard & Poor’s 500 Index while staying ahead of it most of the time.


 Investment Approach and Strategy

Through many years of refinement, we developed our Risk-Based Quantitative Methodology (RBQM), which enables us to seek gains over the benchmark with a reduced level of risk.

US Asset’s Investment Management Team builds your portfolio utilizing a complex risk profile customized to every strategy from a database of over 33,000 securities.