Designed Wealth USA LTD.

Designed Wealth USA Ltd. is a registered investment advisor based in Toronto, Ontario, Canada, offering discretionary portfolio management services to individuals, high net worth clients, and other investment advisors. Designed Wealth USA customizes investment portfolios using exchange-traded funds and mutual funds based on each client's specific risk tolerance, investment objectives, and time horizon. The firm considers financial planning an integral part of the portfolio management process and monitors performance on an ongoing basis, rebalancing as market conditions or client circumstances change. Designed Wealth USA may utilize sub-advisory services from SEI Investments Management Corporation to allocate client assets among various fund models and independent managers. The firm is legally required to act in your best interest when providing retirement advice. Designed Wealth USA is independently owned and operated, with leadership involved in affiliated accounting, legal, insurance, and securities dealer businesses.