USA Financial Formulas
Investment Details
Investor Type
Other
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Pre-Seed, Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Real Estate
- Infrastructure
- Asset Management
- Investment Management
- Private Equity
- Crypto
- Venture Capital
- Hedge Funds
- Commodities
- ESG and Impact Investing
- Fixed Income (Debt and Bonds)
- Distressed and Special Situations
- Collectibles & Art
- Mutual Fund
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2006
USA Financial Formulas is a subsidiary of USA Financial, a comprehensive financial services institution headquartered in Ada, Michigan. The firm specializes in providing formulaic investment strategies designed to manage risk and achieve specific investment goals. Their approach, known as formulaic trending, aims to reduce the impact of human emotion on investment decisions by following predetermined formulas for portfolio management. This strategy is actively reviewed and rebalanced on a scheduled basis to ensure alignment with market trends and investment objectives. The firm collaborates with various custodial partners to offer a range of portfolio options, each tailored to manage risk and target specific investment outcomes. By leveraging these partnerships, USA Financial Formulas provides investors with diversified investment solutions that adhere to their formulaic investment philosophy. The firm's commitment to transparency ensures that investors are always informed about their holdings, the rationale behind investment decisions, and the criteria that trigger portfolio changes. This approach fosters confidence among investors, knowing that their portfolios are managed based on systematic and unemotional investment strategies. Through its innovative investment solutions and dedication to client education, USA Financial Formulas continues to empower investors to navigate the complexities of the financial markets with confidence and clarity.
Requirements
- Accredited investors only
- Compliance with USA Financial Formulas' investment criteria
- Adherence to the firm's formulaic investment strategies
- Acceptance of the firm's fee structure
- Agreement to periodic portfolio reviews and rebalancing
- Understanding of the firm's risk management approach
- Commitment to long-term investment horizon
- Willingness to provide necessary financial documentation
- Acceptance of the firm's custodial partners
- Compliance with all applicable securities regulations
- Agreement to the firm's terms and conditions
- Acknowledgment of potential investment risks
- Consent to receive regular investment reports and communications
Contact
[Official Website Hidden]
[HQ Location Hidden]
Portfolio Companies
- iShares MSCI Emerging Markets ETF
- iShares MSCI EAFE ETF
- iShares S&P 500 Growth ETF
- Invesco QQQ Trust ETF
- SPDR S&P 500
- iShares iBoxx USD Inv Grade Corp Bond ETF
- BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm
- SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
- iShares Core S&P 500
- Verisk Analytics Inc
Mentioned In
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$19.95
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$14.95
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$24.95
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$24.95
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$19.95
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$24.95
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