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    The RARE Advisor: First Ever Index for an SMA Strategy

    The RARE Advisor: First Ever Index for an SMA Strategy
    Jun 8
    2023
    Wealth Management

    In this special episode of The RARE Advisor, we’re joined by Tom Haines from Annexus, who was instrumental in the development of our latest research partner strategy.

     

    We don’t want to steal Tom's thunder, but he has an impressive track record working with a variety of financial institutions with a specialty in smart beta index development. This new PRISM strategy represents the first ever index developed by S&P as the engine driving an SMA strategy.

    This interview is just going to scratch the surface, so to learn more you can reach out to us directly here at USA Financial or check out the additional resources below:

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    The S&P PRISM® ETF Tracker Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by USA Financial Formulas Corporation. S&P®, S&P 500®, S&P PRISM®, US 500, The 500, GSCI®, S&P 10-Year U.S. Treasury Note Futures, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); The USAF S&P PRISM® Model is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P PRISM® ETF Tracker Index.

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    The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.

    The RARE Advisor is also a podcast! Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service for easier on-the-go listening.

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