USAA Investment Management Company

Firm Profile

With 45 years of experience, our disciplined approach to managing money stems from our military values of service, loyalty, honesty and integrity.

Key Contacts

Brian Bouchard, (401) 230-7982, Brian.Bouchard@USAA.com

Keith Sloane, (860) 759-8097, Keith.Sloane@USAA.com

Website

http://advisorusaa.com

Primary Markets Served

  • Small – ($1 million – $10 million)
  • Mid – ($10 million – $100 million)
  • Large – ($100 million – $250 million)
  • Mega – (>$250 million)

Total AUM ($MM)

As of 6/30/16- 138 Billion

As of 12/31/15- 138 Billion

As of 6/30/15- 128 Billion

DCIO Assets Breakdown

Mutual Funds – 100%

Asset Allocation Funds

USAA Cornerstone Aggressive Fund
USAA Cornerstone Conservative Fund
USAA Cornerstone Equity Fund
USAA Cornerstone Moderate Fund
USAA Cornerstone Moderately Aggressive Fund
USAA Moderately Conservative Fund
Target Retirement Income Fund
Target Retirement 2020, 2030, 2040, 2050, 2060 Funds

Top 5 Funds by DC Assets

USAA Income Stock Fund
USAA Short-Term Bond
USAA Intermediate Term Bond
USAA High Income
USAA NASDAQ 100

Advisor Support Services

  • External Wholesalers Focused On Advisers
  • External Wholesalers Focused On Institutional
  • Investment Committee Meetings