​Fusion Capital Management

About

Investment Advisory Services offered through Fusion Capital Management, an SEC Registered Investment Advisor firm.

Story

Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and the operations that fit your needs.
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What We Do: We provide end to end support for IARs and RIAs. We have over 75 direct advisors and institutional clients (RIAs) with more than 300 advisors and over 2500 agents totaling over $800 million of assets under advisement. Our technology allows advisors to grow their firm efficiently, without having to commit more time, human resources, or outside support to their firm. We put the advisors’ growth potential back in their own hands.

How We Do It: Our proprietary platform, Fusion Elements, offers advisors and RIAs "Operational Alpha". We provide a semi-structured framework for practice management based on our best practice guides, but allow advisors and RIAs to customize these to fit their specific processes and needs. You are at the wheel, but we provide the best navigational route. This allows the advisor to truly own their success while eliminating the need to “Re-invent” the business process wheel. Fusion Elements can connect with over 750 different applications, giving advisors the flexibility to define their own process, but the structure to use that process efficiently.

Why We're Different: Our goal is to create technology that advisors will actually want to use. Our simplified, centralized, and intuitive interface is designed to significantly reduce the learning curve required in leveraging technologies like Money Guide Pro, Orion, AdvisoryWorld and Fusion Elements. In addition, Fusion Elements automatically helps advisors integrate and leverage their CRM, Cloud Storage, Proposal and Marketing Tools as part of their overall business practice. Advisors can think of Fusion Elements as the Operating System or “glue” - bringing all of those silos of information together as a single, cohesive practice management tool. One platform, one login, one framework that ties all of your independent business needs together into one solution: Fusion Elements.​

Mission

Our Mission Is Simple... We want advisors to spend more time on the things they do best, and less time on everything else.

We Focus On...
Freedom, rather than Restrictions,
Customization, rather than Systematization
and (most importantly)
Empowering your growth rather than defining it.

Impressum

Fusion Capital Management, LLC (“Fusion”) is not affiliated with Twitter and has no control over how it uses the information that you may share. If you communicate through @fusion_cm, we appreciate your participation, and we encourage you to get familiar with Twitter’s Privacy Policy, as well as the Privacy Policy of Fusion. You should never communicate personal, non-public information such as your account information using social media. You should know about the settings you use and how information is stored and displayed. You can find our Privacy Policy on our Home Page of our website, found at this web address:

http://fusioncm.com/index.php

Whenever Fusion references or re-tweets articles, data or links to third parties such as articles contained in industry journals, this information is intended to provide the views of the author(s) in the form of additional information to a topic of interest. It is not presented as an endorsement of the opinion of the author(s). Any views of third parties are their own and not necessarily consistent with the views of Fusion. Content provided on this page is not and should not be construed as a recommendation, endorsement or personal investment advice. Investments carry risk, account values will fluctuate over time and there is possibility of losing money. Remember that past performance does not guarantee results. Information and data provided by third parties is reviewed on a best-efforts basis and is assumed to have been quality-checked by the third party and to be accurate. The use of “like” on Facebook is not equivalent or intended to be an endorsement of the Investment Advisor Representative or the Registered Investment Advisory firm. The use of endorsements of Investment Advisor Representatives and/or their firms is prohibited by US Securities laws.
Fusion does not provide legal advice. Fusion is an SEC Registered Investment Advisory firm. SEC registration does not constitute an endorsement of the firm by the C

Products

Investments, Insurance, Financial Planning, Business Consulting, Advisor Technology, TAMP