Our TAMP (Turnkey Asset Management Program) was introduced in 2016. This custodian agnostic platform leverages the latest in technology to give you more flexibility and control by providing an open-architecture solution. Manage the assets yourself or outsource it to any of the hundreds of investment strategies from a curated group of investment management companies.
What's in it for you?
- Single account that supports hundreds of passive, active, and risk-managed models
- Technology that will transform your practice
As a third-party asset management firm introduced in 2006, USA Financial Formulas is a formula-driven, rules-based asset manager focused on the use of formulaic trending for risk management.
What’s in it for you?
- Process-driven, active risk management
- Investment management free of emotion-driven decisions
Founded in 1998, USA Financial Securities is a full-service Registered Investment Advisory firm and broker-dealer.
What's in it for you?
- Built for growing AUM while supporting legacy brokerage business
- Wide-ranging investment products and solutions
USA Financial Insurance Services, as it is known today, was formed in 1988 as our first company within the USA Financial family with the goal of helping clients mitigate various risks facing them as they plan and enjoy their retirement years. USA Financial Insurance Services is an independent FMO/IMO (independent/field marketing organization) that helps financial professionals understand the products offered from a wide range of insurance companies.
What’s in it for you?
- Exclusive partner group access to leading industry products
- Annuity and insurance plan design that embraces the role of investments inside of a plan
Advisor Advancement is a service company committed to advisor success through the development of financial advisor marketing systems, brand building, technology and personalized coaching/consulting programs.
What’s in it for you?
- Cross-platform branding, lead generation, and marketing system development
- Access to our technology offerings and coaching/consulting programs to refine and scale your business
