USA Financial Securities' sister companies are vital to its success. Our affiliated companies play a critical role in the comprehensive financial planning offered to our clients.
USA Financial Formulas is known as the Formulaic Trending Money Manager®. A money manager is a Registered Investment Advisor who engages in portfolio management services for clients. Financial professionals may introduce the services of a money manager to their clients to help in the portfolio management process. A money manager selects the investments that make up a specific portfolio based upon a pre-determined set of goals for that particular portfolio.
USA Financial Formulas is an SEC Registered Investment Advisory firm that offers model portfolios and investment solutions, individually referred to as a Portformula. These models are managed according to a predetermined formula which are monitored and rebalanced monthly according to the specific criteria set forth by the formula. Each Portformula strategy will identify which holdings to own, how long to own them, and when to sell them. Investors can always identify holdings they own inside of their specific Portformula Investment Strategy, unlike many traditional money management portfolios.
SEC Registration does not imply a certain level of skill or training.
USA Financial Exchange challenges the conventional, one-dimensional approach to investment diversification by creating a platform that allows for a comprehensive approach to combat the many risks that threaten the long-term success of your investment portfolio. We've created access to dozens of investment strategies from a curated group of investment management companies so that you and your advisor can create a custom portfolio unique to their needs and goals all within one account, streamlining statements, account access, and tax reporting.
USA Financial Insurance Services is an independent insurance wholesaler and distributor. Insurance distributors play an important role in the financial services profession. An insurance and annuity distributor is an entity that works as a wholesaler of consumer-based insurance products. Many insurance companies work with distributors to help bring their insurance products to market. A distributor works with financial professionals to introduce the products of insurance companies.
USA Financial Insurance Services works with dozens of insurance companies and educates advisors on the options available to their clients within the marketplace.
USA Financial Marketing is a cross-platform Marketing & Technology firm that provides cutting edge solutions for advisors and clients. The goal of USA Financial Marketing is to help make the lives of our advisors easier by providing practice management solutions that will minimize time spent on tedious items and maximize the time spent servicing their clients.
Advisors who engage the services of USA Financial Marketing are able to outsource many of the difficult tasks of running their business so they can focus on what matters to them the most — assisting new and existing clients with their financial plans.
USA Financial Protocol is a Brand & Design Consultancy for successful financial advisors who are looking for consistent client acquisition. Our clients don't receive referrals, they receive personal introductions. There's a difference.
Securities®
Broker Dealer & RIAMember FINRA/SIPC
Formulas®
Formulaic TrendingAsset Management
Exchange®
Turnkey AssetManagement Program
Insurance Services®
Insurance & AnnuityDistribution