FUSION

How to put this all to work for you

In our experience, the best way to help investors realize their long term investment goals is through a strategically diversified portfolio designed to capture a reasonable portion of the gains while managing downside risk – everyday. This is accomplished by creating customized portfolios of strategies based on the risk capacity and tolerance levels indicated by the client’s answers to our suitability questionnaire.

Our Fusion allocation engine synchronizes multiple dynamically risk-managed strategies and asset class indexes into a robust strategically diversified portfolio customized according to individual risk thresholds.

Diversification across three dimensions

The Fusion engine synchronizes multiple dynamically risk-managed strategies and asset class indexes into a robust strategically diversified portfolio customized according to individual risk thresholds. This can increase risk-reduction and return during diverse market environments, black swans, and uncertainty.

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The Fusion universe contains traditional asset classes and passive indexes that provide long only, leveraged, and inverse exposure to different asset classes including (but not limited to) bond, gold, currencies, domestic and emerging equity.

Draws on a universe of over 45 strategies, asset classes, and suitability-based portfolio profiles created by Flexible Plan and its third-party sub-advisors

Three factors determine strategy weights and market exposure

STRATEGY MOMENTUM
Strategies are compared based on their relative performance over multiple time windows.

STRATEGY VOLATILITY/RISK
Strategies are compared based on their relative risk over multiple time windows

STRATEGY CORRELATIONS
Strategies are evaluated based on how well they work together as a team to deliver consistent results across market conditions

INVESTOR SUITABILITY PROFILE
Portfolios are created to match investor risk preferences from conservative to aggressive.


Premium accounts

Accounts over $100,000 qualify for premium services

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Fusion Prime, like Fusion, is designed to dynamically allocate across multiple market indexes, multiple trading strategies and multiple investment managers to create a single, diversified portfolio based on suitability that is superior to the sum of its parts. Fusion Prime offers greater customization and special services created just for Fusion Prime account holders at no additional charge.

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Free small accounts
set-up fee waived

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Free paper delivery
fee waived

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Extra levels of customization
based on targeted
volatility thresholds
available at Strategic Solutions only

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Longevity fee
credit program

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Dedicated client service
representative
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Quarterly webinar update
with the portfolio manager