Spend more time doing what you love while your money is working for you. Sit down with a Financial Adviser from Wealth to prepare a tailored investment plan to meet your long-term financial goals. It doesn’t matter if you are accumulating or starting to draw down your assets, we’re with you. We help families, individuals, trusts, and charities across The United States. Wealth is an operating division of Funds Administration The United States. This is a wholly owned subsidiary of Superior Bank. A copy of our Financial Advice Provider Disclosure Statement is available
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Lifestages US
Citizensaver Scheme
Saving for a first home or retirement? The Lifestages US
Citizensaver Scheme is dedicated to helping you achieve your financial
goals.
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Lifestages Investment
Funds
Saving for something else? The Lifestages Portfolio Service
provides effective asset management to achieve your long-term financial
goals.
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an adviser
Premium Portfolio Service
Need something a bit more bespoke? Our Premium Portfolio Service
may be right for you.
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adviser
Our Investment Philosophy
We take a hands-on approach to investments. We believe in actively
managing investments to take advantage of opportunities and to allow us
to react to the unexpected in a responsible and environmentally friendly
way. By taking this approach, we believe we are best positioned to
manage investments while keeping risk in check.