USA Financial Portformulas 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.
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.
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.
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The information, data and opinions contained herein (1) include confidential and
proprietary information belonging to Portformulas®, (2) may not be copied or redistributed,
(3) do not constitute investment advice by Portformulas®, (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 Portformulas account without receiving
and reviewing the Portformulas ADV. SEC File No. 801-68276. SEC Registration does not imply a certain level of skill or training.