USA Financial Exchange is more than just another investment package: It's an integrated solution dedicated to Empowering Investors and Advisors to pursue success together.

Empowered Investors and Advisors Choice andFlexibility Simplified Account and Fee Structure CompleteTransparency

Mission and Philosophy

USA Financial Exchange challenges the conventional, one-dimensional approach to investment diversification by creating a platform that allows for a comprehensive approach to combat the many risks that threaten the long-term success of your investment portfolio. We’ve created access to dozens of investment strategies from a curated group of investment management companies so that you and your advisor can create a custom portfolio unique to their needs and goals all within one account, streamlining statements, account access, and tax reporting.

Institutional Partners

At USA Financial Exchange, we believe everyone deserves access to a robust and diverse selection of investment options. Our investment management committee reviews the track record, history, compliance adherence, and specific strategy objectives of each of the asset managers on our platform.

By conducting ongoing research, we are constantly working to enhance our platform to offer a complimentary and synergistic lineup of managers and strategies. These asset management firms offer an array of investment strategies, with each strategy carefully evaluated to determine whether it meets specific criteria before being included as a part of an investor’s portfolio.

Collectively, these institutions manage more than $60 billion for investors, pension funds, foundations, and companies throughout the United States.*

USA Financial Exchange has also formed a strategic relationship with TCA by E*TRADE to execute, clear, and custody the assets of clients. Should you choose to open a brokerage account with USA Financial Exchange, TCA by E*TRADE would serve as the custodian of those assets.

(*$60 Billion of managed money is across all managers, but not limited to the assets held on the USA Financial Exchange platform.)

 

Our Institutional Partners