<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

    USA Financial Formulas Unveils New Buffered ETF Strategy

    USA Financial Formulas Unveils New Buffered ETF Strategy
    Apr 25
    2025

    The new strategy provides advisors and their clients with a different approach to managing risk.

    USA Financial Formulas, a national investment advisory firm, announced the launch of its new Buffered ETF Strategy, designed to help investors navigate market volatility while maintaining growth potential. USA Financial Formulas is a subsidiary of USA Financial. 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).

    The Buffered ETF Strategy aims to provide downside protection through predetermined “buffer” zones while allowing for limited upside participation in market gains. The strategy leverages multiple ETF offerings in an effort to reduce volatility by staggering the timeframes associated with the different buffered holdings being utilized. This timely launch comes as investors seek solutions to manage risk in today’s market environment.

    The team at USA Financial is excited to make the strategy available to advisors and investors. “Our new Buffered ETF Strategy is a game-changer for advisors and their clients who may not have the risk tolerance and/or time horizon to endure some of the volatility that naturally occurs within the stock market,” said Mike Walters, CEO of USA Financial. “This strategy is an innovative risk-managed investment solution and a great complement to some of the other tactical strategies we offer.”

    It is particularly relevant in today's market landscape, with heightened volatility and economic uncertainty. By combining the protection features of buffered ETFs with USA Financial Formulas' tactical approach, the strategy offers a compelling solution for investors concerned about market fluctuations without having to sit on the sidelines.

    The Buffered ETF Strategy is now available through financial advisors who work with USA Financial Formulas.

    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 www.usafinancial.com.

    USA Financial Formulas is an SEC-registered investment adviser located at 6020 E Fulton St., Ada, MI 49301. SEC Registration does not imply a certain level of skill. Investors should read the USA Financial Formulas ADV brochure prior to investing in any strategy with USA Financial Formulas.

    This material is for general informational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investors should consult their financial professional before making any investment decisions.

    While buffered ETFs aim to provide downside protection, investing carries an inherent element of risk, and it is possible to lose principal and interest when investing in securities. No strategy can guarantee a profit or prevent against a loss entirely, and performance will vary based on market conditions.

    The protection level and caps for buffered ETFs apply only over the designated outcome period. Investors purchasing or selling shares before the period's end may not achieve the stated protection or return objectives. The strategies shown may not be suitable for all investors. Past performance does not guarantee future results.

    Related Posts

    SEO Basics for Financial Advisors: A Practical Guide
    Marketing

    SEO Basics for Financial Advisors: A Practical Guide

    You've built a solid financial advisory practice, but potential clients can't find you online. Many advisors struggle with this exact challenge and feel overwhelmed by the technical jargon and conflicting advice surrounding search engine optimization (SEO).
    The Power of FORM: Turning Conversations Into Advocacy
    Practice Management

    The Power of FORM: Turning Conversations Into Advocacy

    In this episode of The Rare Advisor, Aaron Grady dives into one of the simplest yet most powerful tools for building lasting client relationships: the acronym FORM—Family, Occupation, Recreation, and Money. More than just a data-gathering technique, FORM is a mindset that helps financial advisors connect on a deeper, more human level with their clients. Aaron shares how to gather, store, and use FORM data to create personalized client experiences, build trust, and trigger natural advocacy. From onboarding to ongoing relationship management, learn how intentional curiosity and genuine care can elevate your client service and create conversations that go far beyond the portfolio.
    What’s Trending: September Volatility and Long-Term Investing Lessons
    Wealth Management

    What’s Trending: September Volatility and Long-Term Investing Lessons

    In this September Trending Report, Kevin Roskam of USA Financial draws a clever parallel between Michigan’s early fall chill and market volatility—reminding us that just as a few cold days don’t mean summer is over, short-term dips don’t define long-term investment trends. Kevin breaks down the history of market corrections, the role of risk management in avoiding severe downturns, and what the upcoming Fed rate cut could mean for investors. With clear insights and timely perspective, this month’s report is all about separating noise from true signals and staying focused on long-term success.