The US Trust Consulting Investment Service Difference
Far from being a one‑shot, once‑a‑quarter service, we keep you informed on a continuing basis. Depending upon your requirements, this can take the form of a biweekly e-mail message or Telex, weekly analyst summaries, quarterly valuations, and a variety of other important publications.
Ideas and service—that is what our Consulting Investment Service (CIS) can mean to you. Together, they can help you with your own investment disciplines and decision‑making.
As a part of one of the largest, most experienced asset management institutions in the country, CIS can obviously offer its clients a number of advantages smaller organizations simply are not in a position to provide. We can afford to hire experienced professionals, for example, and our wide contacts and sheer size of investment activity offer easy access to the research departments of numerous brokerage firms on Wall Street and elsewhere. As important clients of these brokers, we are among the first to be notified when new developments come to their attention.
The US Trust
Generalist Approach
Size, experience, and location are extremely important, of course. But there are a number of other qualities that make the U. S. Trust Consulting Investment Service and the guidance it provides truly special. To begin with, we strongly believe in a generalist approach to equity analysis. Our analysts have experienced bull markets and bear markets, speculative markets and undervalued markets, fads and whims that periodically occur in the financial world. They recognize that there is no "magical black box" which contains all the answers to investment problems.
Only sound fundamental analysis, an open mind to new ideas, and an alertness to changes in the direction or the trend of an industry or company, with the attendant effect on profitability and investor psychology, can improve the odds for successful investment.
The analyst who specializes in just one industry always has at least one company in that industry that you should be buying right now. Rarely, if ever, will he or she recommend anything other than “buy” or “hold,” regardless of current market condition or valuation. To do otherwise would be to seriously undermine the justification for his or her livelihood. Clearly, this approach does not enhance objectivity.
As generalists, however, analysts at U.S. Trust have no vested interests. Our commitment is to provide you with the best possible investment advice. This is why you will find a complete range of recommended actions in our reports, including “source of funds” for stocks that we believe may be overpriced or suffering from deteriorating fundamentals. In fact, because it is in the best interests of our clients, we take the extra step of trying to identify those stocks and make recommendations accordingly.
Not being limited to a single industry also gives an analyst a clearer perspective on the market and a much better idea of the relative valuation of the groups and stocks he or she follows. And because most have had experience in a variety of industries, U.S. Trust analysts know what to look for when dealing with new stock ideas. They are thus especially well‑equipped to both generate fresh ideas and to help CIS clients make the most of them, whether well‑known or new companies are involved.
Brochure for U. S. Trust’s Consulting Investment Services
Copy by Alfred Glossbrenner
215-736-1213 • alfred@firecrystal.com