U.S. Asset Management

Working With Us

Our success is measured by your success in achieving what is important to you and your family. Clients tell us that they get to spend more time and energy with their family, friends or their work and hobbies knowing that their assets are in capable hands.

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Who we are

U.S. Asset Management was built on a foundation of integrity, prudent investment guidance and attention to our clients needs. We believe in:

Trust

As a fiduciary advisor, we are held to the highest standard of care for our clients. Our services are delivered on a fee-based model rather than a commission based model. The better you do, the better we do.

Simplicity

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We speak plain English when we discuss your investments and we do not use overly complex investment strategies when we invest your money.

Fair Costs

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Our fees are competitive and include your personalized financial plan. We offer our services on a fee-only basis.

Frequent Communication

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Our communication is proactive instead of reactive. You will hear from someone on our staff every quarter and frequently more often.

David Cross is a Certified Portfolio Manager and Wealth Advisor with U.S. Asset Management. His primary responsibility is portfolio management and client relationship management. After 25 years at major Wall Street firms and leading a team that was responsible for managing over $220 million in client assets, he left in 2016 to start his own company. He holds a Bachelor of Science degree in finance from Auburn University and earned his Certified Portfolio Manager designation through the Academy of Certified Portfolio Managers and Columbia University.  David has earned numerous distinguished service awards with his former employers and he has over 25 years of experience managing investments for individuals, businesses and charities. He is active in the business and civic community, serving in a variety of organizations:

What We Do

We help busy people manage their finances.  Our job is to help you make better decisions with your money.  From financial planning to investment management and supporting our client’s favorite charities, we provide services in:

  • Divorce Planning
  • Retirement Income Planning
  • Financial Planning
  • Tax Reduction
  • Estate & Trust Related Planning
  • Philanthropic & Gifting
  • Alternative Investments

How we do it

We will collaborate and coordinate with your CPA, Attorney and Insurance Professionals.

Asset Management planning process
  • We begin with getting to know you and what is important to you
  • We review your progress to your goals
  • We follow up with a plan centered on your needs
  • We help implement the plan using prudent investment management

Administrative Services

We provide a personalized, easy-to-read summary showing the big picture of your investments. You will see performance for the current quarter, year-to-date and since inception net of our fees.

Each month you will hear from someone on our team who will check in to see if there are any administrative issues that need attention.

We love our clients and we will respond to your call the same day and frequently within an hour.

Once each quarter, you will receive a call to check in on your finances.  If there have been any material changes, we will make  adjustments to your plan and schedule a meeting with you.