Institutional Advisory
USWMA is designed to serve corporations, pension funds, endowments, foundations, and family offices, helping them design and execute portfolios on a strict non discretionary basis. Every transaction is authorized by the client prior to execution, and every decision is documented.
Client authorization
Non discretionary
Every transaction approved by the client
Non discretionary
Client authorizes every transaction
30+ yrs
Principal's industry experience
Manhattan
Fifth Avenue headquarters
0
Disclosed disciplinary events
What we do
Each engagement is sized to your operating constraints, investment policy, liquidity, governance, and reporting are negotiated at the outset.
Separately managed accounts at Interactive Brokers LLC, custodied in your name. We monitor, recommend, and execute only with your written authorization.
Strategic and tactical management across traditional, alternative, digital, and tokenized real world assets. We co author the investment policy with your board or committee.
Top down macro to micro framework. Multi disciplined views integrate geopolitical, economic, fundamental, technical, and cycle analysis to size risk.
Our approach
Every order originates from a written client authorization. There are no omnibus accounts and no proprietary trading.
Geopolitical, economic, fundamental, technical, and cycle analysis are weighed together, never a single method bias.
Material outside business activities of the principal are documented in Form ADV. Clients are never required to use any affiliated party for execution or other services.
Each engagement is governed by a written advisory agreement. Scope, complexity, and duration are agreed in writing at the outset.
Investment universe
Operational rigor
What we’re watching
Commentary, not a recommendation. For informational purposes only.
Reviewing relative strength of high quality balance sheets versus growth at any price names heading into late cycle.
Watching the shape of the Treasury curve and what it implies for duration risk and credit spread positioning.
Building a framework for measuring when tokenization adds liquidity, transparency, or operational efficiency to a mandate.
Tracking trade policy, energy supply, and central bank coordination as inputs to portfolio scenario analysis.
The themes above are general market commentary prepared by US Wealth Management Advisors, LLC. They do not constitute investment, legal, or tax advice, and do not represent a recommendation to buy, sell, or hold any security. Forward looking views are subject to change without notice and involve risks and uncertainties; actual results may differ materially.
Leadership
Founder & President · Managing Advisor
Chairman Emeritus, Liberty Associates, Inc.
Mr. Vigliotti has more than 30 years of experience in financial services across portfolio management, capital markets, and advisory. He founded USWMA in 2016 to provide non discretionary advisory services to institutions, advisors, and high net worth individuals.
Disclosed outside business activities
Mr. Vigliotti serves as Chairman Emeritus of Liberty Associates, Inc. a FINRA registered broker dealer, and as Founder/President of Wealth Management Centers, LLC. Outside business activities always present potential conflicts of interest and are disclosed in USWMA’s Form ADV. Clients are never required to use Liberty Associates or any affiliate for execution or any other service.
Verify on Public adviser disclosure · FINRA BrokerCheck
Our city
We work from a Fifth Avenue landmark, a few blocks from Bryant Park and a short ride from the floor of the Exchange. A sense of place, and of permanence.
c. 1917Our home
A classical limestone landmark at the corner of Fifth Avenue and 42nd Street, an address tied to American finance for more than a century. The setting suits the work: measured, deliberate, and built to last.
Gallery
Midtown Manhattan
The Chrysler Building, a few blocks from the firm.
Photo 1 of 6: The Chrysler Building, a few blocks from the firm.
Why USWMA chose to remain principal-led and Manhattan-based, and what proximity to the institutional market actually means for an independent adviser.
Most portfolios are not built from a blank slate. They inherit positions, tax basis, and concentrated holdings. Diversification, properly understood, works inside those constraints.
Form ADV is the most useful disclosure document a prospective client can read about an adviser. A short field guide to what is in it and what to look for.
Verify USWMA
Look us up directly with the regulators.
A first call typically runs 30 minutes and covers investment policy, governance, current positioning, and the question you're trying to answer. Engaging USWMA is subject to a written advisory agreement; nothing on this site constitutes an offer of advisory services.
Nothing on this site constitutes an offer of advisory services. No advisory relationship is created until USWMA and the prospective client execute a written advisory agreement.
