What We Do
The US Fiduciary offering is supported by a team of professionals whose primary goals are servicing clients and delivering best-in-class solutions to independent financial advisors and their clients.
We offer one of the most sophisticated fee-based, product-neutral managed account platforms¹ that supports your advisor in delivering the following:
- advanced client profiling, financial planning, and proposal generator technology;
- access to separate account managers, mutual funds, ETFs, cash management, life insurance, annuities and fixed income solutions across a full range of asset classes;
- institutional-grade investment research and asset allocation advice; and
- state-of-the-art portfolio administration and performance reporting services.
Our platform also includes sophisticated alternative investment solutions that provide investors access to non-correlated investments, such as hedge funds of funds, private equity and real estate offerings. These are often available with lower minimum account sizes and lower fee structures than those traditionally offered through direct investments.
¹ Managed Account Platform offered through USF Services, LLC, a Registered Investment Advisor.
