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
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
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
Broker Dealer & RIAMember FINRA/SIPC
Formulaic TrendingAsset Management
Turnkey AssetManagement Program
Insurance & AnnuityDistribution
Multimedia MarketingConsulting & Technology
Business Refinement &Practice Management Consulting