A Fusion Investment Platform

Bringing together traditional and digital investments.

Traditional Meets Digital

Automated investing across traditional and digital markets.

Access to Cryptocurrencies

Easy access to top-tier and liquid cryptocurrency markets.

True Diversification

Diversify your traditional and digital portfolio based on your goals.

HOW FUSION INVESTING WORKS

1. We ask you a few questions to determine your investment goals and risk preferences.

2. Based on your profile, Fusion recommends a customized optimal investment portfolio.

3. You select the portfolio, combining cryptocurrencies, and traditional ETF's.

4. Fusion implements and manages your portfolio to maximize risk-adjusted returns and minimize fees.

The Future of Modern Portfolio Theory - in your pocket

Fusion creates easy access to cryptocurrencies and brings complex financial theory that was previously reserved for Wall Street, directly to Main Street.

Using our innovative approach to investing, Fusion enhances diversification by including cryptos along with traditional asset classes to design a well-rounded portfolio.

Our Mission

We are combining digital with traditional investments to launch the future of wealth management.

FAQ

FREQUENTLY ASKED QUESTIONS

Fusion Financial is an automated investment advisory service that combines traditional and crypto assets to help investors create a diversified investment portfolio.

Fusion Financial asks investors questions about their financial profile and objectives, then recommends possible investment strategies that include a blend of traditional assets and cryptocurrencies as part of a healthy overall portfolio.

No, not directly, However, Fusion Financial maintains relationships with top-tier brokers and clearing firms with broad access to exchanges and alternative trading systems. For investors wanting self-directed account options to compliment their managed account service, Fusion will introduce customers to service providers (broker dealers) offering such services.

No, not directly. Fusion Financial maintains relationships with top-tier cryptocurrency exchanges and OTC desks as part of the managed account service. Customers desiring more “self-directed” account options involving cryptocurrencies can also access this dynamic trading software and service directly from their self-custody digital asset wallets and the Ethos Platform.

No. All assets are owned and stored by the customer in their personal digital wallets and are not held in any centralized way by Fusion Financial.

Traditional securities and assets are insured under SIPC, or FDIC where relevant, and custodied at Apex Clearing, a Qualified Custodian and Clearer. Fusion Financial cannot access your accounts directly without your knowledge and/or authorization.

To comply with industry regulations, Fusion Financial requires that all clients wanting to establish an account undergo “Know your Customer” (KYC) and ongoing anti-money laundering (AML) processes. Once this is complete, we will ask that you complete a questionnaire detailing your investment goals and risk preferences in order for Fusion to make investment recommendations.

Contact Fusion

To request early access.





This website is operated and maintained by Fusion Financial Advisors, LLC, an SEC Registered Investment Advisor. Our recommendations rely on historical data. Historical performance is not a guarantee of future returns. © 2018 Fusion Invests. All Rights Reserved. CALL US AT 925 235 2062
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