USA FINANCIAL Overview
Usa Financial Portformulas Corp is an investment advisor that manages 363.6 MM dollars in regulatory AUM and has 35 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 133MM in positions, representing 36% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 133MM in positions, representing 36% of the manager's regulatory AUM.
USA FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
USA FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.24% | Tech | 2.6% | -0.08% | 0 | 43% | ||
| AAPL | 3.12% | Tech | 0.85% | -0.14% | 0 | 36% | ||
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FEATURED IN
USA FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael D. Walters | Ceo/Manager | January-2006 |
| Brent D. Enders | President/Manager | February-2006 |
| Andrea D. Mcgrew | Chief Compliance Officer/Manager | December-2006 |
| William C. Bachert | Chief Financial Officer / Manager | April-2007 |
| Matthew L. Mcgrew | Chief Operations Officer/Manager | April-2010 |
| Mark R. Mersman | Chief Marketing Officer | June-2014 |
| Justin W. Long | Chief Sales Officer | June-2014 |
USA FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
USA FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
As referenced above, Michael Walters, creates and defines each Portformula’s overall investment objectives and the investment selection criteria. Once the investment-selection criteria is defined, however, we use that criteria to determine our investment recommendations – our proprietary, formulaic process applies the investment selection criteria to a universe of stocks or investment.
Investment Strategies
Portformulas’ investment strategies are varied. For example, our Squadron Portformula is based on a growth objective while the Brigade Portformula is based on a growth and value objective.
The most important thing to understand is that Portformulas’ investment strategies utilize equities. Equities are risky and if you invest with Portformulas, you must be capable of bearing the risk of loss associated with an equity-laden investment strategy....
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Methods of Analysis
As referenced above, Michael Walters, creates and defines each Portformula’s overall investment objectives and the investment selection criteria. Once the investment-selection criteria is defined, however, we use that criteria to determine our investment recommendations – our proprietary, formulaic process applies the investment selection criteria to a universe of stocks or investment.
Investment Strategies
Portformulas’ investment strategies are varied. For example, our Squadron Portformula is based on a growth objective while the Brigade Portformula is based on a growth and value objective.
The most important thing to understand is that Portformulas’ investment strategies utilize equities. Equities are risky and if you invest with Portformulas, you must be capable of bearing the risk of loss associated with an equity-laden investment strategy....
Get the Full Report
USA FINANCIAL Portfolio Concentration
USA FINANCIAL Location
6020 EAST FULTON STREET
ADA, Michigan
UNITED STATES, 49301
ADA, Michigan
UNITED STATES, 49301
USA FINANCIAL Contact Information
Phone Number: (800)869-5994
Fax Number: (888)869-9411
Website: null
Fax Number: (888)869-9411
Website: null
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