USA Financial Formulas, a national investment advisory firm, today announced a collaboration with Ned Davis Research (NDR) to offer three new investment strategies to financial advisors and their clients. The partnership brings NDR's Fixed Income, International Equity, and Dynamic Allocation strategies to USA Financial's platform, expanding the firm's suite of data-driven investment solutions.
USA Financial Formulas is a subsidiary of USA Financial, a 5-time Inc. 5000 honoree. Other subsidiaries include USA Financial Securities (broker-dealer), USA Financial Exchange (TAMP), USA Financial Insurance Services (insurance wholesaler) and USA Financial Advisor Advancement (marketing, consulting, and technology).
Ned Davis Research (NDR) is a global provider of independent investment research, solutions, and tools. Founded in 1980, NDR serves clients around the world with an approach that combines both fundamental and technical research, aligning closely with the USA Financial Formulas philosophy of having a data-driven foundation.
Our entire team is thrilled to offer these strategies to our advisors and the investors they serve. NDR's data-driven approach complements our existing offerings and provides advisors with additional tools to help clients pursue their financial goals. This collaboration underscores our commitment to offering thoughtfully designed, research-informed strategies developed through years of market analysis.
Mike Walters, CEO of USA Financial
NDR is proud to collaborate with USA Financial Formulas to deliver our time-tested, data-driven approach to the USA Financial platform. NDR seeks to reduce emotional biases by focusing on macroeconomic, fundamental, technical, and sentiment data. USA Financial advisors can now incorporate that approach into their client portfolios for asset allocation, fixed income rotation, or international equity exploration decisions.
Brian Sanborn, COO of Ned Davis Research
About Ned Davis Research (NDR)
Founded in 1980, Ned Davis Research is a leading independent research firm with clients in over three dozen countries. Their clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. Their models are derived from their data-driven research which blends macro, fundamental, behavioral, and technical indicators using a proprietary analytical platform for great flexibility and customization. Ned Davis Research is an SEC registered investment advisor.
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. There may be times where the strategy advises accounts to switch between equities or fixed income at an inopportune time, causing the account to forfeit potential gains. The strategies discussed may not be suitable for all investors. Do not invest in a strategy with USA Financial Formulas without receiving and reading the Formulas ADV.
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