History
Fusion started out doing quantitative research on stocks for institutional clients out of our New York office. We developed models and strategies that would add value to retail investors and decided to build out a wealth management business.
Specialties
Fusion is a New York based wealth management company, focused on quantitative research and risk management, which differentiates us from other investment firms, and helps us more effectively manage investments with better returns and less downside risk. Besides investment management for professionals, baby boomers, retirees and anyone else saving for a goal like retirement, we create financial plans for our clients and focus on personal client service.