Usi Securities, INC.

USI Securities is a registered investment advisor and broker-dealer that primarily serves institutional clients, specifically small business retirement plans and corporate pension or profit-sharing plans. USI Securities does not directly manage individual investment portfolios or provide personal financial planning for individual investors. Instead, USI Securities helps retirement plan trustees select third-party investment advisors and recordkeepers to manage plan assets. The firm operates as part of its broker-dealer activities and institutional advisory programs.