Asset Management

U.S. Brokerage, Inc. believes in the philosophy that the cornerstone for asset growth over time requires proper planning, a definition of your personal investment objectives and needs, an assessment of personal risk tolerance, adequate diversification of assets, in-depth research capabilities and a commitment to monitor and re-evaluate your portfolio on a continuing basis.

For many of our clients the constraint of time alone makes it difficult to meet the rigorous demands of adequately managing a large portfolio of diverse assets, let alone being able to objectively assess changing markets and risk tolerances.

U.S. Brokerage, Inc. and its affiliated U.S. Investment Advisors, Inc* (a Securities and Exchange Commission Registered Investment Advisor) can provide the professional guidance and prospective that you need in managing your portfolio.

We can provide investors access to some of the world's most respected asset managers while providing trusted, professional guidance that can help deliver results. With many of our popular programs investors can employ portfolio rebalancing so that they can maintain desired asset allocation levels in a variety of markets. Some programs also utilize client designated tax strategy features meant to reduce capital gains liabilities.

Whether you're looking for growth, income or some combination of the two, we can provide programs that will help you meet your investment goals. We invite you to make an appointment to discuss your circumstances with our trained advisors. Professional asset management is available for pensions, endowments, IRA rollover, and taxable portfolios beginning at $100,000. Call U.S. Brokerage, Inc. to arrange for an initial personal consultation with our experienced financial advisors at 1-800-25-STOCK or by email at advisors@usdb.com

*U.S. Investment Advisors, Inc. is currently only available to residents of Ohio.