# U.S. Institutional Corporation U.S. Institutional Corporation is a Consultant based in Chesterfield, United States. ## Overview - **Organization type:** Consultant - **Headquarters:** Chesterfield, United States - **Region:** North America - **Address:** 390 S. Woods Mill Road, Ste L-01, Chesterfield, MO 63017, United States - **Founded:** 2005 - **Assets under management:** Undisclosed - **Website:** www.usinstitutional.com ## Regulatory record - **CRD number:** 135555 - **SEC file number:** 801-64473 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135555 ## About USI was founded in 2005 and operates as a conflict-free investment consultant for institutional clients. The firm does not manage money, provide custody, or accept payments from managers. Its client base spans insurance reserves, endowments and foundations, healthcare plans, corporate defined-benefit and defined-contribution plans, public funds, private wealth, and Taft-Hartley plans. The firm states that most clients have been with USI for ten years or longer. The practice revolves around four service lines: investment-policy development, strategic and tactical asset allocation, manager research and due diligence, and performance measurement. USI explicitly covers alternative and real assets, modulating-beta strategies, and fee assessments. For manager selection, the team uses multiple external manager databases for quantitative screening and maintains the USI Manager Hub, a proprietary internal database that tracks notes, opinions, and due diligence on every manager reviewed. The allocation process incorporates client-specific spending, business needs, regulatory constraints, and tax consequences. USI operates from a single office at 390 S. Woods Mill Road in Chesterfield, Missouri. The firm's website does not disclose its total assets under advisement, number of professionals, or named individual principals beyond a "Meet the President" section that currently does not list a name. The website emphasizes customized education pieces and peer analysis as part of the reporting suite. USI's structural differentiator is its fee-only, non-discretionary model — it does not sell products or manage money, so the investment-policy statement and manager-selection process remain its sole output. This architecture places the firm in the traditional institutional-consultant category, dependent on long-tenure relationships rather than proprietary deal flow. ## Sectors - Real Estate - Private Credit - Hedge Funds - Secondaries & Special Situations ## Questions ### Who runs investment decisions at U.S. Institutional Corporation? The firm does not publicly disclose its named principals. The website features a section titled "Meet the President" but no name or biography is listed. Investment decisions are made through a consulting framework rather than a named CIO or investment committee structure visible to outside parties. ### Does U.S. Institutional Corporation manage money directly? No. USI explicitly states it does not provide money management, custody, or ancillary services. It operates as an independent consultant, earning fees only from clients and not from managers or other service providers. ### What types of clients does USI typically serve? The firm's client base includes insurance reserves, endowments and foundations, healthcare organizations, corporate defined-benefit and defined-contribution plans, public funds, private wealth clients, and Taft-Hartley plans. Most clients have been with the firm for ten years or more, according to its website. ### How does USI perform manager research? USI uses multiple external manager databases for quantitative screening and maintains the USI Manager Hub, an internal proprietary database that tracks the firm's notes, opinions, and due diligence on every manager reviewed. The consultant works directly with the research team to tailor searches to each client's unique regulatory, tax, and impact-investing requirements. ### Which asset classes does USI cover in its consulting? The firm's website highlights coverage of alternative and real assets, modulating-beta strategies, and fee assessments alongside traditional asset classes. The investment-policy and asset-allocation work is customized to each client's tax, regulatory, and funding circumstances. ## Related profiles - [Schaper Benz & Wise Investment Counsel](https://altss.com/profile/schaper-benz-and-wise-investment-counsel) - [New England Research & Management](https://altss.com/profile/new-england-research-and-management) --- Last updated: 2026-07-06T01:54:41.301Z Canonical page: https://altss.com/profile/us-institutional-corporation Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology