Service designed to deliver on your promises to your clients, from first interaction to lifetime loyalty.
Front, mid, and back end support that showcases your value.
For investment advisor representatives ("IAR") and Solicitors.
The Fusion Direct offering is recommended for investment professionals who are looking to gather assets and grow their business by outsourcing the day-to-day associated with running a registered investment advisor.
We believe the best way to manage risk is to measure it. This provides an optimal starting point for portfolio analysis. Fusion, along with our investment partners focus on a combination of momentum-based and values-based investment strategies with sound risk adjusted returns.
Advisor Marketing Program
Our tiered and tactical based marketing programs are designed to position you as the expert in the eyes of your local prospects. Our program is designed to put the "you" in your marketing with our custom brand and communication strategies, while taking the "you" out of the implementation by handling all of the content creation and tactical actions, as a true turnkey marketing solution.
Seeking differentiation? Looking to protect your firm's identity while you enhance your offering? Look no further. Fusion provides a complete suite of branding resources to preserve your unique identity.
Our Firewall Transition Process rigorously guards your professional reputation, client relationships, and focus on priorities, so transitioning can simply be the start of something great. We provide a comprehensive approach that includes meticulous attention to detail, the industry’s lowest error percentage, and a robust communication program so your move is a win for all parties.
If going it alone has lost its' appeal then you'll love our vibrant Advisor Community. Small, close-knit, and highly collaborative; this unique group of professionals is here to support you.