Products

Investment Products and Services Launches

By Javier Simon editors@plansponsor.com | August 10, 2017
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USA Financial Adds Asset Managers to Platform

USA Financial Exchange has added Horizon Investments and Flexible Plan Investments to its list of asset managers on its turnkey asset management program (TAMP). The TAMP makes available dozens of institutionally managed investment strategies through a unified management account (UMA).­

Both firms expand USA Financial’s list of asset managers, which includes BTS Asset Management, Symmetry Partners and USA Financial Portformulas, among others.

“We’re not looking to add asset managers for the sake of adding managers,” says Matt McGrew, chief operations officer of USA Financial. “Our primary goal is to add managers with strategies that complement one another in the asset-management equation and are willing participants in partnering with us to educate and explain how their strategies work within an investment portfolio. Horizon and FPI each have a unique set of strategies that we’ve made available on the platform including some income-based solutions, as well as socially responsible and faith-based strategies."

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