<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

    USA Financial Formulas Announces New Strategy Offerings with Ned Davis Research

    USA Financial Formulas Announces New Strategy Offerings with Ned Davis Research

    New Collaboration Brings Three Data-Driven Investment Strategies to Advisors & Investors
    From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI
    Marketing

    From SEO to AEO: How Financial Advisors Can Rank in ChatGPT & Google AI

    In this episode of The Financial Advisor Marketing Playbook, Mark Mersman explores the fast-emerging concept of Answer Engine Optimization (AEO)—how advisors can adapt their websites and content strategies for the AI-driven search era. As traditional SEO gives way to AI search tools like ChatGPT and Google’s AI Overviews, Mark explains what this shift means for financial advisors and how to stay visible in a world where consumers ask questions directly to AI instead of clicking through search results. He shares practical, actionable steps—like writing with user intent in mind, expanding website depth and breadth, structuring Q&A sections, and earning external credibility—to help advisors ensure their content is surfaced in AI-powered search results. If you want your firm to show up when prospects ask financial questions to AI, this episode is a must-watch.
    How Gratitude Can Grow Your Practice: Thanksgiving Lessons for Financial Advisors
    Practice Management

    How Gratitude Can Grow Your Practice: Thanksgiving Lessons for Financial Advisors

    In this episode of The Rare Advisor, host Aaron Grady shares why Thanksgiving is one of the most powerful — and underutilized — times of year for financial advisors to connect with their top clients. He explains how this quieter, gratitude-filled season offers a unique opportunity to build deeper relationships, foster loyalty, and create memorable client experiences that drive advocacy. From heartfelt handwritten cards to “annual anchor” gifts that become part of clients’ traditions, Aaron outlines practical ways to operationalize gratitude and turn it into a repeatable, referable process. Tune in to learn how to transform a simple gesture into a lasting impression — and make Thanksgiving a cornerstone of your client relationship strategy.