Call 1.866.825.3005 for more information
- Founded 1994
- Company Name U.S. Wealth Group
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Website
http://uswealthgroup.com - 7600 Jericho Turnpike Suite 303 Woodbury New York United States 11797
- Company website
U.S. Wealth Group
Investment Advisor
U.S. Wealth Group, LLC is a registered investment advisor. We are an independent firm, 100% employee owned. This allows us to provide truly unbiased advice and investment recommendations. We are offering this portfolio as a way for average individuals to participate in our service normally offered for only high net worth investors with at least $500,000 managed by us. We have portfolios that potentially offer substantially more return. Please contact us directly for more information.
Investment process
We have a combination top down and bottom up approach that allows us to invest in undervalued investments when appropriate without risking the entire portfolio when economic conditions are poor. We manage several different portfolios based on different stock universes, hedged portfolios and long only portfolios.
Company background
Founded to help families build, protect and preserve their net worth.
Investment models
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Russell 3000 Long Only
See full details- Approach Long/Short , Quant/Technical
- Asset class Equity
- Geography US
Performance-
-7.3%30 day
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6.0%365 days
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24.3%S.I.
Monthly vs S&P50016.6% 12 months
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.