USA Financial Formulas: A Versatile Investment Management Strategy

The Free Dictionary defines versatility as “Having or capable of many uses; capable of or adapted for turning easily from one to another of various tasks; serving many functions”.

As we see volatility with markets fluctuating, versatility can be an invaluable trait of an investment portfolio. Asset managers focus on ways to diversify assets to manage their portfolio’s exposure to risk and guide clients through turbulent times in the stock market. Diversifying a client’s investment portfolio takes significant effort, and as we’ve seen over the past year or so, all that effort may still result in catastrophic losses to your assets under management.

Are you spending more time managing assets and client expectations rather than gathering assets and meeting the needs of new clients?

If the answer is yes, then it may be time to get introduced to the versatility of Formulas .

USA Financial Formulas offers strategies that empower you to navigate the changing stock market with flexibility and confidence. The strategies offered are designed to be unemotional, data-driven, and adaptable. Our investment approach, known as formulaic trending, manages each respective strategy in accordance with a predetermined formula so there’s no emotional trigger or reaction to the market fluctuations. Each of the strategies offered take this unemotional approach and use predetermined formulas to determine:

1. What you own.

2. Why you own it.

3. What triggers a change.

They are all monitored, rebalanced, and reallocated on predetermined schedules so there’s no guesswork. This approach actively manages risk and includes an exit strategy that can shift away from direct stock market exposure during periods of downturn.

Remember how we discussed versatility and it’s ability to serve various purposes? Well, that’s what Formulas offers. It empowers advisors to focus on something they truly enjoy: building connections with clients, offering personalized plans that may solve income and retirement needs, and feeling confident about the recommendations put in place. By choosing a versatile product as part of a long-term growth strategy, you let the formula guide your choices, not your gut. Ultimately leading to better informed decisions.

No investments can be guaranteed, and past performance doesn’t guarantee future results, but Formulas offers versatile strategies that may be valuable to your practice. Please reach out to learn more about the opportunity.

For professional use only. Prior to making a recommendation, please consult the USA Financial ADV.