U.S. Bank

U.S. Bank

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Business head: Alan M Markarian

No. clients: 230

AUC: $73,000

Min. assets: $100,000

usbank.com/itc

In the News

3 ways advisers can help clients maximize charitable giving benefits

December 13, 2016 - Andy Williams can be heard singing “It's the Most Wonderful Time of the Year” over the airwaves these final weeks of 2016. For charitable organizations, the words are appropriate, as December is the time nonprofits traditionally receive a significant...

All three stock indexes hit record highs in 1999 redux, minus the investor euphoria

August 12, 2016 - Seeing three major U.S. stock markets indexes all hit record highs for the first time since 1999 has given pundits and market watchers plenty to analyze, but fear is not yet part of the equation. “Valuations are getting high, but they can get even higher...

2016 custodians and clearing firms ranking

August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...

Bond-fund correlations increase interest-rate risk

August 4, 2016 - If the direction of asset flows out of stock funds and into bond funds this year is any kind of guide, investors are seeking shelter and yield in fixed income. But they could be getting neither. Through the end of June, U.S. equity mutual funds experienced...

Trouble ahead? Stock and bond markets sending divergent signals

July 5, 2016 - The bond market is screaming “halt,” while the stock market is scratching its head wondering what all the fuss is about. For financial advisers, the challenge will be to figure out whether it makes more sense to trust the bond market's signals that...

A hedge fund manager's view of liquid alternative funds

July 1, 2016 - Liquid alternative strategies are growing up, and that means some growing pains. There's asset allocation and there's chasing returns. It's finally good to be an investor in commodities. A turnaround for the asset class. With history as a guide, the S&P...

Oppenheimer's shuttered fund spotlights challenges for commodity strategies

May 13, 2016 - The roller coast ride continues for investors in commodity-focused funds, as witnessed Wednesday with the announced liquidation of the 19-year-old Oppenheimer Commodity Strategy Total Return Fund (QRAAX). Even though the category, as tracked by Morningstar,...

    Notes
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  • N/D = Not disclosed
  • — = Information not available or not disclosed

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