Intelligent, rules-based wealth management 

for today's sophisticated investors

OUR APPROACH TO WEALTH MANAGEMENT

Financial Planning

Our Fusion Analytics Investment Professionals conduct a rigorous needs and objectives analysis.   They then work closely with you to gain a clear and thorough understanding of your short and long-term goals, as well as your tolerance for risk. We then create a custom portfolio tailored for your unique needs.

 

Adaptive Strategies  

Unlike mainstream advisors, who often employ static, plain vanilla, buy and hold strategies. Fusion Analytics Investment Partners LLC wealth management teams integrate 

unique,adaptive investment strategies, designed to participate in healthy market sectors, while avoiding unhealthy sectors.

 

Risk Management

Once your wealth plan and portfolio are constructed Fusion Analytics wealth management team will employ a proprietary, analytics-driven risk management program designed to identify and mitigate portfolio risk.  Given markets are prone periods of extended volatily, ongoing risk management is critical to both growing and preserving your wealth.
 

At Fusion we combine both technology and people to deliver best of breed, full service wealth management offerings.

WHY FUSION ANALYTICS ?

Fusion has a deep culture founded in proprietary research and analytics.  We have an experienced team of analysts, portfolio managers and risk managers.

Analytics Driven 

At Fusion Analytics Investment Partners we believe in making unbiased, data-driven investment decisions. We analyze reams of financial data identifying investment factors that have historically been associated with winning investment strategies. We then incorporate those factors into our unemotional, data-driven investment solutions.

 

Experienced Team

Fusion Analytics Investment Partners has deep roots in investment research. The staff of Fusion Financial has decades of equity and fixed income research. We view investing as a mosaic and employ several investment disciplines such as; fundamental valuation, technical, and quantitative analysis to create a balanced, and weighted evidence approach to our investing process.

 

Proprietary Research

At Fusion Analytics Investment Partners we don't use the same off the shelf models and research that nearly every RIA firm uses. Rather we have always created our own inhouse models and research, leveraging our deep and diversified staff of analysts, portfolio managers, technicians and quantitative professionals.  We also due strong due dilignece on outsde manager offerings as well.

 GETTING STARTED IS SIMPLE 

(954) 345-2888
Schedule A Meeting

ABOUT US

INVESTMENT SERVICES

HOW TO REACH US

Coral Springs 

7301 Wiles Rd

Suite 104

Coral Springs, FL 33067

Ph: (954) 345-2888

Em: info-coralsprings@fusioninvest.com

Dallas

100 Crescent Court

Suite 700

Dallas, TX 75201

Ph: (214) 270-2171

Em: info-dallas@fusioninvest.com

 

Fusion Analytics Investment Partners LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fusion Analytics Investment Partners LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fusion Analytics Investment Partners LLC unless a client service agreement is in place

 

To obtain more information about Fusion's Advisors click here 

 

 

 Copyright  © 2017 Fusion Analytics Investment Partners LLC  |    info@fusioninvest.com    |   Tel: 954-345-2888