Strategies

USA Financial Exchange offers three different paths of investment management that can be used alone or integrated alongside one another.

Summit Portfolio Series

Born out of the need to simplify the challenges investors face as they move through the stages of their investment journey.

The USA Financial Exchange Summit Portfolio Series was born out of the need to simplify the challenges investors face as they move through the stages of their investment journey. Like any complicated journey, it’s not only important to plan, but to have someone with experience to guide you along the way. The same goes for retirement planning. Like a mountain trek, each investment phase requires a different strategy.

Phase One: Accumulation

The accumulation phase or the ascent of the mountain, focuses on accumulation of wealth and the growth of assets.

Phase Two: Risk Mitigation

The risk mitigation phase, or acclimate phase, focuses on managing risk without sacrificing too much of the upside potential of your investments.

Phase Three: Distribution

The distribution phase, or the descent of the mountain, focuses on structured protection and distribution of assets to provide income in your retirement years.
Each phase includes a multidimensional, comprehensive approach to diversification that helps to combat the many risks that threaten the long-term success of your investment portfolio.

Each strategy leverages the experience of different money managers to balance your allocations and remain flexible should you need to make changes. Whether you’re climbing up or down your retirement mountain, it helps to have a plan and people who have helped many others make the journey. The Summit portfolio series is your guide to putting the right pieces in place for your future.

 

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Investment Phases with the Summit Portfolio Series

Strategy Select Management

Choose a mix of strategies
from multiple managers -
all within one account.

Strategy Select Management gives you and your advisor the ability to choose a mix of strategies from multiple managers all within one account. Rather than choosing one investment manager, you can pick multiple strategies from multiple managers and create a custom portfolio based on your unique set of needs and goals.

 

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Strategy Select Management features A Mix of Strategies - All Within One Account

Advisor Integrated Management

Work directly with your advisor to select the holdings and make any changes to your portfolio.

Advisor Integrated Management allows you to work directly with your advisor as the portfolio manager who would select the holdings and make any changes in your portfolio. You can also integrate this method with the Summit Series and Strategy Select Management.

 

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Advisor Integrated Management

Advisor Integrated: Work Directly with Your Advisor