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Legacy Financial Services

  •  Tel: (708) 301-4471
  •  Fax: (708) 301-2293
Check out Greg Theis' experience and background on FINRA's BrokerCheck
 

Legacy Financial Services

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Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Harmony FORMula.

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  3. Formulaic Investing

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 Formulas. As we go through the financial planning process, we may identify that Formulas will be a good fit for a portion of your portfolio. The investment strategies developed by Formulas 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. 

Formulas® is an SEC-Registered Investment Advisor. SEC File No. 801-67442. SEC Registration does not imply a certain level of skill or training. You should only invest in Formulas upon receiving and reading the Formulas® ADV.
13516 S. Parker Road
Homer Glen, IL
60491 United States

  •  Tel: (708) 301-4471
  •  Fax: (708) 301-2293
  •  gtheis@legacyfinancialusa.com

Greg Theis and Robert (Bob) Travers are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.. Member FINRA/SIPC. www.finra.org. Legacy Financial Services, INC is not affiliated with USA Financial Securities.

Greg Theis and Bob Travers 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: Greg -AR;AZ;CA;CO;FL;GA;IA;IL;KS;KY;MO;NC;NM;NV;OH;SC;TX. Bob- IL. For investment advisory services theses states include: Greg -AZ;CA;CO;FL;IL;KS;NC;SC. Bob-IL. 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.

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