Asset Management

Our Global Wealth & Investment Management Chief Investment Office will help you and your Advisor navigate today's dynamic financial marketplace. Your team draws from some of the best primary research and insights to deliver investment strategy and build portfolios, monitoring performance and making adjustments as needed.

We are committed to helping you achieve financial outcomes aligned to your personal goals, from leveraging actionable insights for setting capital market assumptions and asset allocation recommendations to conducting a rigorous due diligence and investment selection process and then building and measuring the continuing performance of our portfolios.

Portfolio Construction

A more complete approach to asset allocation1

We analyze a wide range of asset classes, including hedge and private equity funds2 and global investment opportunities, as potential components of an asset allocation. In addition, we believe that true diversification requires managing for cash flows across and within asset classes in various market environments — not simply allocating according to a grid.

Your asset allocation will be based on the long-term expectations established for each asset class by our most senior investment professionals. Over the shorter term, however, your portfolio manager can adjust your portfolio tactically in response to emerging opportunities and risks, and reflecting GWIM CIO insights about trends and themes relevant to you.

  • Dedicated asset allocation and risk analytics team
  • Dedicated centralized portfolio management
  • Innovative portfolio construction techniques and tools
  • Full suite of portfolios for all wealth levels and risk profiles
  • Actively managed single asset and multi asset class portfolios

How you own your assets — personally or in trusts; in taxable or tax-exempt solutions — can have a material impact on the overall performance of your portfolio. At U.S. Trust, we focus on this wealth structuring aspect of your portfolio in conjunction with managing the assets themselves.

Due Diligence & Manager Research

Dedicated manager and solutions research team on the entire platform of Mutual Funds, Separate Accounts, Exchange Traded Funds, Indices, Hedge Funds, Private Equity, Real Estate, Real Assets.

  • Fiduciary Investment Committee
  • Environmental, Social and Governance (ESG) and Impact Investing research
  • Research Analysis
  • Manager Insights Analysis
  • Strategic partnership with Morningstar® to allow for coverage of over 1,800 funds and managers

Alternative Investments


Alternative investments at U.S. Trust focus on non-traditional assets such as:

  • Hedge funds
  • Private equity
  • Real estate and tangible assets

Because performance is often differentiated from equity and fixed income markets, alternative investments may be an ideal complement to traditional investments.

Through our access to the industry's premier managers, we are able to offer solutions that provide options for all client segments. And we support you with knowledge built on our experience in alternatives, including research analysis, rigorous due diligence, and innovative portfolio construction.

Drawing from the experience, resources and expertise of U.S. Trust, you and your portfolio manager can explore alternative investments that can help you pursue what matters most to you.

Specialty asset management

Expertise in nonfinancial assets3

Specialty asset management at U.S. Trust focuses on nonfinancial assets such as:

  • Farm and ranch land
  • Timberland
  • Oil and gas properties
  • Private businesses
  • Real estate

Our Specialty Asset Management team can work with your portfolio manager and wealth strategist, as appropriate, to integrate these real assets into your overall plan and portfolio.

We can help you realize your objectives with assets you already own, or help you acquire specific assets to take advantage of their capital growth and diversification potential — whether you own these assets outright or they are held in trust.

Our team of specialists can provide complete turnkey services including identifying and purchasing real property and providing ongoing management.

1 Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.

2 Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk. Alternative investments are speculative and involve a high degree of risk.

3 Nonfinancial assets, such as closely-held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not suitable for all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

4 Brokerage services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation.

Certain U.S. Trust associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp."). U.S. Trust operates through Bank of America, N.A., and other subsidiaries of BofA Corp.



Investment Management

Strategic Asset Allocation

Tactical Asset Allocation

Fixed Income Solutions

Specialty Asset Manangement

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