Offices in Shingle Springs: (530) 672-1703 
and Benicia: (707) 297-6954


Formulaic Investing

As an independent advisory firm, our number one focus is our clients. Our goal is to help our clients work toward their financial goals. We choose to be independent because it affords us the ability to have access to a multitude of different investment strategies and investment management firms that are designed to help our clients work toward achieving their goals.

One of those investment management firms is a company by the name of USA Financial Portformulas. As we go through the financial planning process, we may identify that Portformulas will be a good fit for a portion of your portfolio. The investment strategies developed by Portformulas are based upon a concept they refer to as formulaic trending. Simply put, the investment decisions made are based strictly upon formulaic criteria, rather than “a hunch.” In addition, they seek to identify trends that may be taking place in the stock market and economy. This helps to guide the investment decision making process.

The video below shares the basic philosophy of this investment firm. 

Portformulas® is an SEC Registered Investment Advisor. SEC File No. 801-68276. SEC Registration does not imply a certain level of skill or training. You should only invest in Portformulas upon receiving and reading the Portformulas® ADV.

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Craig Watkins is also a registered representative of USA Financial Securities Member FINRA/SIPC. Cornerstone Financial Group is not affiliated with USA Financial Securities. Craig CA license #0591010 Jason CA License #0K09349.Amber CA license #0H38785

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Craig: AZ, CA, GA, NV and OR.) For investment advisory services these states include: Craig- AZ, CA, NV, OR, and WA. Jason - CA, NV. Amber-CA. 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.

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