Riding Crest of Advisors Seeking Independence and Sophistication

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US FiduciaryÂ?s growth continues with the addition of new clients, a new office, and a new strategic partnership.

US Fiduciary, LP, a leading a boutique financial services firm focused solely on serving high-end investment advisors and their high net worth and institutional clients, today announced three significant developments: the acquisition of a new institutional client, the opening of a new office in Philadelphia, and the creation of a strategic relationship with CRA RogersCasey, a leading global provider of institutional investment research.

The latest additions to the firm's fast-growing roster include The New Century Bank, a commercial bank based in Chicago and Ms. Mary Ann Lambert, a highly experienced senior financial advisor who left Smith Barney after 13 years to join US Fiduciary. Lambert will open and head US Fiduciary’s Philadelphia office and focus on the needs of high-net worth individuals and small- to mid-sized institutions.

Lambert, a 27 year veteran of the industry, comments, "Most independent broker-dealers merely provide clearing services, and not much else. US Fiduciary has integrated a broker-dealer with a high-end RIA practice and an asset management platform. The US Fiduciary comprehensive open architecture platform and technology, including an institutional quality hedge fund offering, enable me to meet the increasingly complex needs of high net worth and institutional clients."

Marc Pershan Executive Vice President of New Century Bank in Chicago added, "When we wanted to add sophisticated wealth management services to the Bank, we choose US Fiduciary because of the strength of its asset management platform and the quality of the comprehensive customer services. Further, the integration of its brokerage and asset management services will provide the crucial support to our wealth management practice. We are already seeing the benefits of such a strategic alliance with US Fiduciary."

Elliot S. Weissbluth, President of USF Securities, commented, "The numerous conflicts that impair a broker’s objectivity, coupled with the increasing demand for sophisticated investment products and services, have created an urgent desire for independent, informed, wholly objective investment advice and other crucial support services. US Fiduciary provides a complete solution for brokers who wish to become independent Advisors, join the more objective fee-based movement, and grow their high net worth and institutional practices. On that note, we are very pleased that Mary Ann Lambert and New Century Bank have chosen to affiliate with our firm and look forward to long and mutually beneficial relationships."

In addition to adding new clients, US Fiduciary also announced a key partnership with an institutional research provider, CRA RogersCasey in Darien, CT. CRA RogersCasey will provide institutional separate account and mutual fund research to US Fiduciary’s asset management platform.

Tim Barron, CEO of CRA RogersCasey, added: "In an industry plagued by conflicts of interest and other challenges, investors expect and demand more comprehensive products and objective services. CRA RogersCasey has a strong history of embracing the fiduciary responsibility for investment consulting, and our relationship with US Fiduciary is a further extension of our dedication to placing the client’s interest first."

Steven Graubart, Chairman & CEO of US Fiduciary noted: "Two years ago, we forecasted the need for brokers who wanted to leave the conflicted world of the brokerage firms and provide more independent and sophisticated advice for their clients. Today, US Fiduciary is a premier provider of financial services and products for the independent Advisor seeking to grow in this increasingly complicated and all-important market niche. Our recent new business developments further enhance our service offerings and further satisfy the sea-change of events in the brokerage and advisory industry segments. We are thrilled to fill this gap in the marketplace.

About US Fiduciary, LP

US Fiduciary is a boutique financial services firm focused solely on serving high-end financial advisors and their high net worth and institutional clients. The company’s innovative and integrated offering of Managed Account Solutions, Broker Dealer Solutions, and RIA helps financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit http://www.usfiduciary.com

Company Contact

Elliot S. Weissbluth

US Fiduciary, Chicago


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