Fusion Capital Management

Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and the operations that fit your needs. What We Do: We provide end to end support for IARs and RIAs. We have over 75 direct advisors and institutional clients (RIAs) with more than 300 advisors and over 2500 agents. Our technology allows advisors to grow their firm efficiently, without having to commit more time, human resources, or outside support to their firm. We put the advisors growth potential back in their own hands. How We Do It: Our proprietary platform, Fusion Elements, offers advisors and RIAs Operational Edge. We provide a semi-structured framework for practice management based on our best practice guides, but allow advisors and RIAs to customize these to fit their specific processes and needs. You are at the wheel, but we provide the best navigational route. This allows the advisor to truly ow...