Investment Management
Our goal is to deliver top-tier performance by tapping the expertise of our investment professionals to create a portfolio that is tailored to your financial goals.
Dynamic asset allocation
Your aspirations, cash flow and liquidity needs, tax situation, portfolio constraints and risk tolerance drive an asset allocation process that is disciplined, comprehensive and multidimensional.
Our approach typically is used by institutional investors — for example, those seeking to generate higher, more consistent returns by investing in hedge funds and private equity, in addition to more traditional assets. This approach can be particularly relevant for U.S. Trust clients because alternative investments can play a significant role in client portfolios.
Monitoring and rebalancing
Your dedicated U.S. Trust portfolio manager and team of specialists regularly revisit your asset allocation to address global investment trends and rebalance the portfolio based on changes in your goals, lifestyle, estate transfers and other considerations.
A full range of asset classes and investment styles
You and your advisor can implement asset allocation guidelines using proprietary managers, custom portfolios, external managers and alternative investments.
Proprietary managers
Columbia Management's proprietary research and analysis are the foundation of an investment process that is monitored for risk and consistency across all asset classes and investment styles.
Custom portfolios
Portfolio managers handcraft portfolios by carefully selecting individual securities designed to fit your circumstances and requirements. These custom portfolios leverage the best thinking from our investment strategy, research and solution specialists.
External managers
Third-party equity, fixed income and alternative strategies managers are carefully selected and subjected to due diligence and monitoring by a dedicated team to help ensure a consistently high level of quality.
Alternative investments 1
Alternative investments can play a crucial role in an asset allocation strategy. We maintain an extensive platform dedicated to hedge funds, private equity, real estate and venture capital investment solutions. Quantitative and qualitative analysis allows us to build client portfolios with an eye toward increasing diversification, managing risk and enhancing the probability of consistent returns.
Capital markets solutions
U.S. Trust's capital markets solutions are advisory rather than product-driven. Whether you require sophisticated risk management transactions, seek a sounding board for an investment idea of your own, or want insight on a particular market sector or security, our specialists offer focused, disciplined thinking and innovative structuring.
An integrated, analytical approach
Cutting-edge quantitative analyses inform our dynamic asset allocation process and drive our portfolio structuring and investment decisions. The U.S. Trust Portfolio Analytics and Quantitative Strategy Team comprises highly qualified analysts who can assess the effectiveness of clients' portfolios.
The rigor of the approach results in an asset allocation and investment plan that is monitored and adjusted to reflect material changes.
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COLUMBIA MANAGEMENT
Columbia Management is the investment management division within Bank of America.
To learn more about the fees and expenses associated with our family of mutual funds,
use our calculators.
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