Mfo-Usa Advisory, LLC

MFO-USA Advisory provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. MFO-USA Advisory also offers co-advisory management services, assisting clients in selecting third-party money managers. MFO-USA Advisory will direct clients to Lincoln Life Financial Group and SEI Private Trust Company. MFO-USA Advisory generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, venture capital funds and private placements.