Farms, timberland and other nonfinancial specialty assets may offer
financial benefits, while helping to diversify your overall
portfolio.
Diversifying Your Wealth with Nonfinancial Assets
Our Approach
Our Specialty Asset Management group has extensive experience managing timber, farm and ranch land, oil, gas and mineral interests, real estate and private businesses. We can help you integrate these nonfinancial assets into your overall wealth management plan.
Our team can help you realize your objectives with assets you
already own or seek to acquire, and can provide a wide range of
services in managing these complex assets.
Video | Audio | |||
On screen copy:
| How do you take advantage of
the land of opportunity that lies beyond the financial
markets? Investing in real assets might well be the
answer. | |||
On screen copy:
| Our Specialty
Asset Management team at U.S. Trust has deep experience
managing real assets like timberland, farm and ranch land, oil
and gas, and real estate. Because these assets don’t follow
the financial market they can help to diversify and reduce a
portfolio’s overall volatility. | |||
On screen copy:
| With offices across the country, we have a long, distinguished history of using an active, boots-on-theground management approach for both clients who are interested in adding real assets to their portfolio or who own them today. This includes the identification of investment properties, comprehensive evaluation, price negotiation, acquisition and ongoing management. | |||
Our specialized industry knowledge in forestry, agriculture, petroleum engineering, and real estate, positions us to effectively manage real assets, which can be an important piece of your overall wealth strategy... helping grow and preserve your wealth for you, your family, and future generations. | ||||
So when you’re ready to think beyond the financial markets, think of U.S. Trust. | ||||
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Disclosure:
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