WEALTH MANAGEMENT

FINANCIAL PLANNING

 

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]

 

 

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 

 

 

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