Our Story

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.  

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.