Designed Wealth USA Ltd.

Designed Wealth USA Ltd. is a newly registered SEC‑registered investment adviser that offers discretionary and non‑discretionary portfolio management, financial planning and cash management services principally through mutual funds and ETFs. The firm states it serves individuals (including high‑net‑worth clients) and other investment advisers and currently reports no assets under management as it begins operations.

The firm generally recommends asset allocation among broad investment classes and model portfolios rather than conducting its own quantitative or security‑level analysis, and it may allocate client assets to third‑party money managers and to SEI Investments Management Corporation's sub‑advised program for implementation. Investment strategies disclosed include fundamental analysis and both long‑ and short‑term purchase approaches, with ongoing monitoring and rebalancing and use of the custodian’s money market vehicle for cash management.

What is noteworthy about the firm relative to peers is its set of cross‑industry affiliations and organizational structure: it is organized under non‑U.S. corporate law with its principal office outside the United States and discloses common control or affiliation with a law practice, an accounting practice, an insurance company and a Canadian broker‑dealer. These affiliations and the fact that persons associated with the firm are licensed insurance agents (and the firm may refer clients to an affiliated dealer or insurers) are identified in the brochure as potential conflicts of interest that the firm discloses and manages.