USA MUTUALS

The legacy of USA Mutuals is, and will continue to be, rooted in the satisfaction of the thousands of investors we’ve had the privilege to serve. Their expectations are our expectations. Their success is our success. Yes, it can, and should be, that simple
Our simple mandate: Create an environment in which the company’s goals and expectations are truly aligned with our investors.

Our Mission

“The commitment to creating an environment in which the company’s goals and expectations are truly aligned with our investors will represent the backbone of each strategic decision and the theme of each business day.”

Built on a steadfast foundation of progressive investment theory, our philosophy endeavors to meet the goals of our investors in any economic cycle. Perpetually striving to transform clearly defined expectations into successful and measurable results is the bedrock of our organization.

Meet Our Team

With a history spanning three decades, USA Mutuals has long been a provider of alternative investment strategies to both the institutional and retail marketplaces. Founded in 1994, the company launched with a simple mandate: Create an environment in which the company’s goals and expectations are truly aligned with our investors.

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About Our Funds

USA Mutuals aims to clearly define the fundamental expectations of each of our strategies in various types of market cycles. Transparent and accurate expectations evolve into predictable risk management tools, and predictable risk management tools are the foundation of our portfolio construction philosophy.

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News On Our Funds

We publish regular commentaries on our funds in order to keep our investors informed. In addition our team keeps up to date on business and legal matters that are or could become relevant to the overall health of our portfolios. Take a look at our news page to stay up to date with our comprehensive news and analysis.

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Manager Selection

In constantly monitoring all corners of the institutional investment world, our management team seeks to identify uniquely talented and undiscovered investment managers that have compiled track records of success in their respective asset classes. We believe that offering these strategies in a vehicle that emphasizes both transparency and daily liquidity is a benefit to all investors. Furthermore, in aspiring to create a suite of strategies that are largely uncorrelated to each other, we hope to provide our clients the flexibility to employ one, several, or all of our funds as portfolio tools in addressing a variety of investment goals.

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OUR OFFICES

700 North Pearl Street, Suite 900 | Dallas, TX 75201

735 North Water Street Suite 541 | Milwaukee, WI 53202

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Invest with USA Mutuals today