Our Philosophy
Client needs always come first.
Our work begins with your goals. From there, a disciplined, multi disciplined process turns research into a written thesis behind every recommended position.
What guides us
Four principles behind the work.
Relationship based
You speak directly with the adviser who manages your account, not a 1 800 line. Decisions are made together, in writing.
Cross disciplinary research
Geopolitical, economic, fundamental, technical, and cycle analysis are weighed together to build a position thesis.
Graham & O'Neil influence
Our research draws on the value discipline of Benjamin Graham and the growth methodology of William O'Neil. References to these methodologies describe our process, not a promise of results.
Hands on, top down
Macro frames the menu. Industry sharpens the choices. Security selection is where the work is, and where we spend the time.
Methodology
A multi disciplined, top down methodology.
- Macro: geopolitical, monetary, fiscal, cycle
- Industry: structure, capital intensity, profit pools
- Security: fundamentals (Graham) and momentum (O'Neil)
- Position sizing: conviction weighted, stress tested
In practice
Documented, non discretionary, and yours to approve.
- Written thesis for each recommended position
- Client authorization on every transaction
- Full position level transparency
- Quarterly review of plan and portfolio
Get started
Let's talk about your goals first.
The work begins with a conversation, not a pitch. Engaging USWMA is subject to a written advisory agreement; nothing on this site constitutes an offer of advisory services or a recommendation.