Company Performance Metrics
- Charles Towle: Managing Partner
- Ruta Laukien: Vice PresidentPast Role: Wofford Advisors, Director
The US Capital team has provided asset management and corporate finance services to their clients for over 20 years now. Clients are now served in international locations with relationships in most global financial centers. Having one brand, US Capital Global, allows us to expand the opportunity for profitable relationships for their clients across
their different business units.
Their wealth management clients often have holdings in private companies or real estate, and thus can also make profitable use of their investment banking services for corporate finance. When their investment banking services result in a wealth-generating event for a client, they can take advantage of their sophisticated wealth management services for themselves and their family. This integration of client services enables an overall strategy of maintaining consistent balance across asset classes, risk profiles, and liquidity goals.
US Capital Global Wealth Management, US Capital Global Investment Management, US Capital Global Securities, US Capital Global Realty, and Corporate Finance are all now under the US Capital Global brand.
