The Fusion Difference

Fusion believes investors face greater challenges today than perhaps in any other time in U.S. history. The complications associated with the dot-com bust in 2000, the financial crisis in 2008 and the methods used to stimulate the economy out of these messes have led to severe disruptions in your plans to save for retirement and ultimately enjoy the lifestyle you envisioned during retirement. Many traditional investment disciplines have simply underperformed expectations and those shortcomings could continue for several more years.

Recognizing that most investors still need growth, but cannot afford to take big losses, Fusion's founders decided to offer portfolios that strategically go for growth, but with a more active risk-management discipline to guard against big losses.

Tactical Allocation ETF Portfolios

Fusion's Tactical Allocation strategies are designed to attempt to give you better risk-adjusted returns than traditional buy and hold products. Our portfolios use ETFs, instead of individual stocks or mutual funds, to invest in the market’s leading trends from a large selection of countries, asset classes and sectors. What separates us from most tactical allocation managers is we raise cash holdings when market risk is too high. Read more

Tactical Target-Date Retirement Portfolios

Fusion's Target-Date Retirement portfolios are designed to be your core retirement investments. Like traditional target-date funds, the fixed income holdings in your Fusion portfolio are based on your age. However, the amount invested in equities is subject to current market-risk levels. If risk is too high, your cash holdings will be elevated. When risk is low, your growth-intended holdings will increase. Read more

Tactical Income Strategies

Fusion's tactical income strategy is designed to attempt to produce steady income during periods with low interest rates in the fixed income market and high volatility in the stock market. It's a potential solution for retired investors who cannot afford to drain principal money out of their accounts to pay living expenses during long-term bear markets. Read more

Corporate Retirement Plans

Fusion can consult and act as the investment advisor for any type of qualified retirement plan. The firm has strategic relationships with multiple third party administrators and record keepers, and we are experts in fiduciary responsibility. Read more