Asset Management Product Overview by U.S. Wealth Management Inc.

Product Overview

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Asset Management

Every investor is an individual with different needs and objectives. Whatever the objective - wealth preservation, asset growth, minimizing taxes or generating current income- a professional asset management program strives to increase the chances of meeting those objectives.

Developing an asset management strategy begins with a personalized investment analysis of a client's existing holdings. Through consultation and a risk tolerance questionnaire, USFA develops a personal profile of the client's investment needs and goals, time horizon and ability and willingness to take risk. Based on the findings, we set an asset allocation policy to target the desired rates of return relative to the client's risk tolerance.

The next step is to identify the specific asset classes and investments. U.S. Financial Advisors will design portfolios using a combination of exchange traded and index funds, mutual funds and individual stocks and bonds. In most cases, USFA will recommend a portfolio of exchange traded funds and mutual funds for accounts under $1 million. For accounts greater than $1 million or those wishing exposure to individual stocks and bonds.

All asset management clients of USFA will receive monthly statements, quarterly performance reports, quarterly client investment letters and online access to their accounts.

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139 Wood Road, Braintree, MA 02184
Investment advisory services offered residents of CA, CT, FL, IL, IN, KY, LA, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, TN, TX and VT through advisory representatives of U.S. Financial Advisors, LLC (USFA), an SEC-registered investment advisor. Securities offered to residents of AL, AR, AZ, CA, CT, DC, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT and WA through registered representatives of Lincoln Financial Securities, a registered broker-dealer and member FINRA/SIPC. USFA, and U.S. Insurance Brokers, LLC are wholly-owned subsidiaries of U.S. Wealth Management, LLC. U.S. Wealth Management companies are not affiliated with Lincoln Financial Securities. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent.