A complete list of active advisors currently associated with UsaWorld Capital LLC
Warmer can help you find a great advisor at UsaWorld Capital LLC or one who fits your needs even better.
UsaWorld Capital LLC manages about $4.9 million across 47 client accounts and provides investment advisory and portfolio management services primarily for individual clients. The firm's brochure also discloses that it offers portfolio management services to institutional clients in addition to its individual advisory work. The brochure outlines the firm’s investment process, including methods of analysis, ongoing portfolio management and periodic account reviews, and notes that fees are typically charged as a percentage of assets under management. It also addresses custody arrangements, trade execution practices and proxy voting procedures in its disclosures. What is distinctive about the firm is the inclusion of institutional portfolio management within a relatively small practice, a service that only a minority of comparable firms report. Prospective clients may want to review the brochure sections on custody, account reviews and potential conflicts of interest to understand how the firm handles both individual and institutional engagements.
To learn more about the advisors currently working at UsaWorld Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canton, MI
| 16
|
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