The Power of Risk Triggers:
Why Fusion knew to go defensive on Feb 28th

Advisor calls have been extremely positive during March and their clients have been downright... happy.

Our advisors were able to proactively reach out to clients and explain that our Risk Trigger went off on Feb 28th and we were going defensive March 2nd. We moved out the market before the dip and were able to skip major market losses. At one point the market was down over 27% since we exited! Clients have been reaching back out to our advisors thanking them! Needles to say they are very relieved, calm and over the moon happy! Our advisors have been telling us that these clients are now clients for life!

This isn't the first time we've heard this. Our Risk Triggers provided a similar result in 2008...  

Fusion Advisors are paid on the average daily balance monthly...

We believe that this is the most fair and true measure to bill clients. Drastic market swings don’t impact the fees clients are charged. Another benefit is that helps advisors pay remain more consistent and reliable during times of uncertainty.

Contact our team for specifics on how this helped both clients and advisors navigate this economic volatility.

2020-03-30_1211.png

[For Advisory Use Only]

More About Risk Triggers

Fusion Risk Triggers are designed to help investors capture the upside of market movements, while limiting the losses from the downside. These decisions are based on historical data, mathematics, and market analyzation, not emotion or prediction.

This tactical approach is one that is utilized by many of our money managers, with the aim of helping investors limit their drawdown, while capturing the gains.  Why ride the market up and down when you can use a strategy that "skips the dips"? Learn more about risk triggers via the button below, or contact our team to get all of the details on our strategies.

Schedule Time With Justin

Choose from the appointment types below

Elements Demo

Get introduced to our innovative technology that is changing the expectation for advisor operations. 

General Call - 30 Minutes

Designed for potential or current advisors to be able to ask, and receive answers for, any potential questions.

Quick Call - 15 minutes

Have a quick question or comment for our team? Block off 15 minutes to chat about whatever you'd like. 

Want to email Justin instead?  Reach out to him at....

justin.koehler@fusioncm.com

Fusion Capital Management, LLC is an SEC registered Investment Adviser. Information pertaining to Fusion’s advisory operations, services, and fees is set forth in Fusion’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov. The performance information presented in certain charts or tables represent backtested performance based on a combination of simulated index data and live (or actual) ETF results from January 1, 2003 to the period ending date shown, using the strategy of buy and hold and/or monthly rebalancing on the first trading day of each month. Backtested performance is hypothetical (it does not reflect trading in actual accounts) and is provided for informational purposes only to indicate historical performance had the portfolios been available over the relevant time period.

Backtested performance does not represent actual performance and should not be interpreted as an indication of such performance. Actual performance for client accounts may be materially lower than that of the index portfolios. Backtested performance results have certain inherent limitations. Such results do not represent the impact that material economic and market factors might have on an investment adviser’s decision-making process if the adviser were actually managing client money. Backtested performance also differs from actual performance because it is achieved through the retroactive application of model portfolios designed with the benefit of hindsight. As a result, the models theoretically may be changed from time to time and the effect on performance results could be either favorable or unfavorable.

Backtested performance results assume the reinvestment of dividends and capital gains and monthly rebalancing at the beginning of each month. For all data periods, annualized standard deviation is presented as an approximation by multiplying the monthly standard deviation number by the square root of 12. Please note that the number computed from annual data may differ materially from this estimate. We have chosen this methodology because Morningstar uses the same method. In those charts and tables where the standard deviation of daily returns is shown, it is estimated as the standard deviation of monthly returns divided by the square root of 22.

The historical performance results for indices and index funds/ETFs used as proxies for indices are provided exclusively for comparison purposes only, so as to provide general comparative information to assist an individual client or prospective client in determining whether the performance of the portfolio meets, or continues to meet, his/her investment objective(s). It should not be assumed that any portfolio holdings will correspond directly to any such comparative index.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION PROVIDED HEREIN OR ON THE MATERIAL PROVIDED. This document does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services. Any statements regarding market or other financial information is obtained from sources which we and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, market risk, different methods of accounting and financial reporting, and foreign taxes. All performance results have been compiled solely by Fusion Capital Management and have not been independently verified.

Wondering how Fusion would work with you?

Schedule time with our team for a FREE Platform Analysis, and gain valuable feedback on how you can improve your operations!