USA Financial Exchange gives you more flexibility and control by providing an open-architecture TAMP solution with access to many investment strategies from a curated group of investment management companies.
This empowers you to create a custom portfolio unique to your clients’ objectives all under one account.
Access to hundreds of strategies from institutional partners.
When it comes to your clients, you understand it’s not a one-size-fits-all approach. That’s why we provide access to a robust and diverse selection of investment options from several strategic institutional partners.
Each institutional partner is selected carefully through review of their accomplishments, history, compliance adherence, and strategy objectives. We believe this ongoing research not only provides choices, but ones that you can trust to be included as part of your clients’ investment portfolios.
Our Mission
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.
Why USA Financial Exchange?
We offer you the flexibility of two paths for investment management that can either be used independently or alongside each other. This varies based on how your practice is set up and how you like to work. You’ll have access to a wide offering of ETF and NTF funds with which to populate holdings in models, as well as access to equities and funds in implementing your management strategies.
Strategy Select Management
Choose a mix of strategies from multiple asset managers all under one account. Rather than selecting one investment manager, this allows you to diversify and customize a client’s portfolio to their unique set of goals while managing it seamlessly in one location. Plus, having this mix of strategies in one account translates into one set of paperwork and one location for all your reporting. In short, better for the client and better for you.
Advisor Integrated Management
This path puts you in the driver seat as the portfolio manager. You can select the holdings for your client’s portfolio and make any changes necessary. This can often be integrated seamlessly with the Strategy Select Management method.
Manage your portfolios and streamline reporting.
You and your clients will have access to multiple asset managers and strategies within a single UMA (unified managed account) which not only provides flexibility but allows for simplified fee structures and the ability to achieve diversification. You’ll love seeing how streamlined the process becomes through our PortfolioHQ system that allows you to be more efficient with a scalable asset management solution that supports your needs.
