In the equity portion of our clients' balanced portfolios, U.S. Trust usually blends its investment strategies. However, some clients prefer to focus their equity holdings in one specific style. Past performance may not be indicative of future investment results.
Any investment involves potential risk, including potential loss of capital.
Before making any investment decision, please consult your legal, tax and financial advisors. If you are interested in receiving further information about these services, U.S. Trust can send you printed materials. All rights reserved.