• We specialize in helping our clients pursue a work optional lifestyle.
    Our Process

  • If you would like to see if our experience is a fit for your needs, please click the link below.
    Contact Us

  • View Excerpt

USA Financial Trending Report and Trend Tracker

DOWNLOAD: USA Financial Trend Tracker

DOWNLOAD: Trending Report Visual References

The USA Financial Trending Report is a monthly podcast update from investment professionals at USA Financial Portformulas including an educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts. Also published is the monthly Trend Tracker, giving special attention to current market indicators including RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing. USA Financial Portformulas is one of the entities that we work closely with as an asset management partner. These updates give you an understanding of what may be on the horizon, as well as how some of the proprietary investment management tools used by Portformulas are interpreting market trends.

Be sure to subscribe via iTunes, Google Play, or your preferred podcast listening service for all the latest updates.

Damian Rothermel is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Rothermel Financial Services is not affiliated with USA Financial Securities.

Damian Rothermel is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ;CA;HI;OH;OR;TX;WA. For investment advisory services these states include: AZ;CA;HI;ID;OH;OR;SC;WA.  Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved