USA Financial Formulas is a private money management firm that manages client portfolios by implementing formulaic strategies that have been specifically designed to remove emotion from the investing equation. Founded on the belief that the stock market has trends, our strategies seek to help investors find the right balance between taking investment risks and managing investment risk.
The 21st century has introduced new challenges for investors. In less than two decades, four distinct stock market trends materialized and challenged the emotions and risk tolerance levels of millions of Americans. Our goal is to help investors make sense of investing in today's stock market. Our clients are individuals who recognize that the stock market has changed - and that their investment strategy ought to follow suit.
The 21st century has introduced new challenges for investors. In less than two decades, four distinct stock market trends materialized and challenged the emotions and risk tolerance levels of millions of Americans. Our goal is to help investors make sense of investing in today's stock market. Our clients are individuals who recognize that the stock market has changed - and that their investment strategy ought to follow suit.
Services
USA Financial Formulas is known as the Formulaic Trending Money Manager. The firm's history goes back to the late 1990's, when the founders assisted in the development of various Unit Investment Trust formulas. The development of these formulas is what gave birth to the concept of formulaic trending.
The first decade of the 21st century has taught us that the buy-and-hold philosophy requires an extensive amount of time to rebuild a portfolio after significant losses in the market. As an alternative to buy and hold, many investors and financial advisors have resorted to market timing in an effort to time the bottoms and the tops of the market.
At USA Financial Formulas, we are data hounds. We're convicted in the belief that emotion often times clouds the judgment of both investors and Wall Street portfolio managers. This may result in decisions being made based on a hunch or feeling, as opposed to facts and data. Because of that, we aim to remove the emotion from our investment strategies by using fact-based formulas that govern every investment decision we make.
Each of our investment strategies fits into one of our two investment series. Each Series utilizes a very specific approach to select investments and manage risk within the portfolio. The Technical Focus Series seeks to identify quality stock holdings by analyzing the recent technical data of publicly traded companies within a particular index.
USA Financial Formulas has relationships with three of the largest third party investment custodians in the financial industry. A custodian is a financial institution that holds customers' securities for safekeeping, as well as a variety of other services including account administration, transaction settlements, and tax support.
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