$34.4
billion assets under management
$1.2 Billion
U.S. Investment & Capital Group., Inc.
Our Story
Firm's Overview
U.S. Investment & Capital Group., Inc. which has provided institutional asset management services for nearly two decades, has $34.4 billion in assets under management (as of 1/10/15).
With offices in New York, Dallas, San Francisco, Vancouver (Canada), India, Singapore, Hong Kong, Beijing (China) and Seoul (South Korea), our six investment teams comprise 57 investment professionals averaging 17 years of industry experience. While we service clients primarily in the Midwest, Mid-Atlantic, and Southeast, our national presence stretches from Florida to Alaska.
U.S. Investment & Capital Group., Inc. is wholly owned subsidiary of The U.S. Capital Financial Services Group, Inc. (“US”). U.S. Investment & Capital Group., Inc. serves as investment adviser and co-administrator to U.S. Capital Financial Services Group, Inc., a mutual fund family offering domestic and international equity, taxable and tax-exempt fixed income and money market portfolios. U.S. Investment & Capital Group., Inc. are distributed by U.S. Capital Financial Services Group, Inc., which is not affiliated with the adviser and is not a bank.
U.S. Investment & Capital Group., Inc. a registered investment adviser and direct, is wholly owned subsidiary of U.S. Investment & Capital Group., Inc. National Association (“ U.S. Investment & Capital Group., Inc., N.A.”).
U.S. Investment & Capital Group., Inc. provides investment advice with respect to equity and fixed income securities for a variety of clients, including institutional accounts and registered investment companies.
Firms Characteristic
Three distinguishing characteristics – scale, flexibility,
and commitment – are the foundation of our firm.
Scale
We have the resources to meet our client’s needs. Our parent company, US, provides continued investments in product development, personnel, and system upgrades. Our scale enables us to provide greater levels of portfolio customization and attract and retain top portfolio management and client service talent, which reduces potential disruptions to our clients and allows us to build enduring relationships. Our firm has a strong culture of risk management. Under the direction of our chief risk officer, an effective risk management framework exists at every level within the organization –investment, operational, regulatory, compliance and legal.
Flexibility
We believe one size does not meet all and are structured with the capabilities to meet the needs of each client. A distinct leadership team and risk management committees allow us to operate independently and manage decisions at the different level. All of our teams work together and communicate proactively to ensure
we deliver on objectives.
Commitment
We aim to deliver our investment styles are carefully managed to ensure they remain style pure and follow proven, repeatable processes. Our investment strategies are track records by established teams with experienced members. Our focus on transparency is evidenced by consistent management and reporting. We will always work in the best interest of our clients – focusing on their circumstances, needs and expectations – because we consider the relationship a partnership.
Firms Characteristic
U.S. Investment Bank, LLC. has a strong history serving the institutional market.From New York, Dallas, San Francisco, Vancouver (Canada), India, Singapore, Hong Kong, Beijing (China) and Seoul (South Korea) investment teams manage a range of products structured along asset class expertise for a diverse range of investors, including:
· Corporations
· Public Funds
· Multi-employer plans
· Endowments and foundations
· Healthcare organizations
· Insurance companies
· Financial intermediaries
We also work closely with investment consultants to provide information about our institutional asset management services to help them devise the best solutions for their clients’ evolving needs. For consultant relations contact information, see the Consultant Relations Team page.
