USA Financial Exchange Partners with J.P. Morgan Asset Management to Deliver Direct Indexing Solution

USA Financial Exchange, an open architecture TAMP platform, announced today it has partnered with J.P. Morgan Asset Management to provide tax-smart strategies powered by 55ip, bringing tax-smart indexing capabilities to its network of independent financial advisors for the first time. This offering represents an innovative product expansion of USA Financial's investment platform, providing advisors with the ability to deliver enhanced tax efficiency for their clients.

USA Financial Exchange is a subsidiary of USA Financial, a 5-time Inc. 5000 honoree. Other subsidiaries include USA Financial Securities (broker-dealer and registered investment advisor), USA Financial Formulas (third-party asset manager), USA Financial Insurance Services (insurance wholesaler) and USA Financial Advisor Advancement (marketing, consulting, and technology).

 We're committed to equipping our advisors with solutions that help them deliver exceptional value to their clients. Tax-smart direct indexing is no longer optional for advisors serving affluent clients—it's quickly becoming table stakes. This partnership reinforces our commitment to our advisors and the clients they serve to remain at the forefront of wealth management innovation.

Mike Walters, CEO of USA Financial

The strategy is designed for high-net-worth clients with non-qualified (taxable) assets who are looking for tax reduction strategies as a part of their overall financial plan. With an option as low as $100,000 minimum account size, the goal of this strategy is to demonstrate the potential for significant tax alpha generation compared to traditional ETF investing, particularly for clients facing substantial capital gains or those transitioning from concentrated equity positions.

USA Financial has streamlined the onboarding process, coordinating seamlessly between its platform, 55ip’s technology, and custodial relationships at Charles Schwab. 

For more information about USA Financial’s direct indexing capabilities, contact us today and speak with an expert.

About USA Financial

USA Financial is a comprehensive financial services institution, focused on providing advisors with the tools required to make solid recommendations and to empower clients to make educated and informed financial decisions. To learn more about USA Financial, please visit http://www.usafinancial.com.

Disclosure:  Investing carries an inherent element of risk, and it is possible to lose principal and interest when investing in securities. The strategies discussed are simply tools used to assist in the management of your account. Even with these strategies applied to the account, it is possible to lose money. No strategy can guarantee a profit or prevent against a loss. The strategies discussed may not be suitable for all investors. Do not invest in a strategy with USA Financial Exchange without receiving and reading the Exchange ADV.