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.

Our consistently positive upside and downside capture over the past 10-15 years has helped our clients to capture positive yields to the corresponding benchmark/s.

 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.

Capture ratios provided by EvestmentAlliance.com