Fusion Asset Management is a Registered Investment Advisory founded in 2006 by three industry veterans with fifty plus years of collective investment experience at major Wall Street firms.
One lesson that we learned well during our years working for the major brokerage firms is that the history of Wall Street is a history of fraud and greed. Brokers pitch high commsission products to unsuspecting clients, products whose fees are often hidden and are designed to benefit the firm and the broker more than the client.
As registered investment advisors we only charge flat, fully transparent fees and our sole source of compensation is from our clients. We recieve no compensation from fund or insurance companies and have no incentive to recommend one investment over another except to find what will perform best for our clients.
Our focus is on risk managed, tactically allocated target retirement funds. Unlike traditional buy and hold target date funds we will adjust portfolios not only according to age, but also to market risk.
Specialties
Target Retirement Strategies, Risk Managed Solutions, Tactical Asset Allocation, Options for Income and Concentrated Equity Positons
