What We Do
Each engagement is sized to your operating constraints. Investment policy, liquidity, governance, and reporting are negotiated at the outset, and every transaction is authorized by the client prior to execution.
Mandates
Take one mandate or combine them. Every account is non discretionary and separately custodied.
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.
Investment universe
Begin a conversation
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.
