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USA Financial Formulas
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COVID-19 INVESTOR INFORMATION - DISCLOSURE BROCHURE UPDATES
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    • Our Story
    • How It Works
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    • Trending Report
    • Form ADV
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    • Reg BI
  • FAQs

Our Story

USA Financial Formulas is known as the Formulaic Trending Money Manager®. The firm's history goes back to the late 1990's, when the founders assisted in the development of various Unit Investment Trust formulas. The development of these formulas is what gave birth to the concept of formulaic trending.

We believe that every investor should have the opportunity to invest with an institutional firm that makes investing decisions based purely on empirical data, rather than emotional reaction.

We believe that the stock market has trends, and that by identifying these trends and reallocating wisely we may have a greater chance for success.

We believe that reducing the amount of loss is critical to the long term success of an investment portfolio.

Cycle of Investor Emotions  

We recognize that emotions factor into the decision making process of the investor far too often. As a result, we strive to reduce the impact of emotions in a few different ways.  

  1. The decisions about what investments to own within each strategy are made by a predetermined, unemotional algorithm. We never buy or sell anything because we have a hunch.
  2. The holdings of each strategy are evaluated regularly by the reapplication of the formula/algorithm. Most strategies are reviewed at the beginning of every month.
  3. Strategies may include the ability to exit the equity markets entirely. This coincides with our belief that the stock market has trends. As a result, there may be periods of time when our strategies will reduce or eliminate your exposure to the stock market due to deteriorating market conditions.

We understand that it is not possible to remove all emotion from the investing equation. Our goal is to eliminate as much of it as WE can from the investment process with the goal of reducing the volatility inside of your portfolio.



Contact Us

USA Financial Formulas
6020 E. Fulton Street
Ada, MI 49301
phone: (800) 869-5994

Contact Us

Financial Professionals

Financial Professionals are invited to find out more about a possible relationship with USA Financial Formulas by visiting our "Financial Professional" only website.

Financial Professionals


USA Financial Affiliated Subsidiaries

Securities®

Broker Dealer & RIA
Member FINRA/SIPC

Formulas®

Formulaic Trending
Asset Management

Exchange®

Turnkey Asset
Management Platform

Insurance Services®

Insurance & Annuity
Distribution

Marketing

Multimedia Marketing
Consulting & Technology

Protocol

Business Refinement &
Practice Management Consulting

The information, data and opinions contained herein (1) include confidential and proprietary information belonging to USA Financial Formulas, (2) may not be copied or redistributed, (3) do not constitute investment advice by USA Financial Formulas, (4) are provided solely for informational purposes only and therefore are not an offer to buy or sell, and (5) are not warranted to be correct, complete or accurate. Past performance is not an indication of future results and actual results may vary. Investing carries an inherent element of risk. No investment should be made in a USA Financial Formulas account without receiving and reviewing the USA Financial Formulas ADV. SEC File No. 801-68276. SEC Registration does not imply a certain level of skill or training.

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