Every successful endeavor in life starts out with a detailed, well thought out plan, investing, capital protection and preservation is no different. To that aim our first step starts with a thorough discussion of your needs and tolerance for risk. From there we develop a customized investment plan that will help achieve these goals. We then implement and continuously monitor that plan.
[Risk Profiling / Needs & Objectives Analysis / Planning / Implementation]
ADAPTIVE PORTFOLIO CONSTRUCTION
Working off the blueprint of your financial plan, Fusion Analytic's team of analysts, planners and advisors conduct extensive due diligence to come up with the proper mix or core, satellite and alternative investments to engineer the portfolio that is just right for you Once constructed the portfolio is monitored for risk and regularly revisited to make sure it continues to align with your needs.
[Research / Develop / Design / Deploy]
PROACTIVE RISK MANAGEMENT
Most wealth management firms believe the heavy lifting is only in the planning and portfolio construction process. However, at Fusion Analytics we have seen to many periods of deep wealth destruction which serve as reminders that the market giveth, but the market also can taketh away! That said, we believe the risk management process is the most crucial element in a successful wealth creation and preservation plan. While not trying to be market timers, we have developed a variety of tools that alert us to periods of increasing risk.
[Risk Manage / Monitor / Rebalance]