Our Approach
Discipline before discretion.
Every order originates from a written client authorization, and every decision is documented. The result is an operating model your board or committee can audit.
How we operate
Four commitments behind every mandate.
Non discretionary by design
Every order originates from a written client authorization. There are no omnibus accounts and no proprietary trading.
Cross disciplinary research
Geopolitical, economic, fundamental, technical, and cycle analysis are weighed together, never a single method bias.
Disclosed conflicts of interest
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.
Documented engagements
Each engagement is governed by a written advisory agreement. Scope, complexity, and duration are agreed in writing at the outset.
Methodology
Top down, from macro regime to security selection.
- Macro regime and policy posture
- Industry structure and profit pools
- Factor exposure and security selection
- Conviction weighted, stress tested sizing
Operational rigor
A clean, audit ready operating model.
- Daily reconciliation against custodian records
- Quarterly performance and exposure attribution
- Annual ADV refresh and code of ethics certification
- SOC 2 aligned vendor stack
Begin a conversation
Let's discuss your investment policy.
A first call typically runs 30 minutes and covers policy, governance, and positioning. Engaging USWMA is subject to a written advisory agreement; nothing on this site constitutes an offer of advisory services.