Strategic Partners

A Fusion of Resources

While Fusion Family Wealth may look like a boutique from the outside we have all the resources, muscle, and scale of larger Wall Street firms – without the constraints, corporate mandates, and limitations.

More importantly, we have fused our focus on providing the highest personal and professional standard of care with a corporate structure – SEC-registered investment adviser – that holds us to the highest legal fiduciary standard. We now have complete transparency with respect to all we do and a fee-only structure that eliminates product bias and potential conflicts of interest. Independence gives us the freedom to work with any provider – from custodians to research, technology, and more, we can look anywhere that we need to look.

  • Custodians — Fidelity and Pershing

    We understand that clients want their assets housed with a company that is stable financially, has total name recognition, and provides a  technology platform that delivers a user-friendly web experience.  Therefore, we offer two options for clearing and custodial services: Fidelity Institutional Wealth Services and Pershing.

    They are both well-established custodians who provide trading support and brokerage services to Registered Investment Advisors, Trust Institutions, and Third-Party Administrators.

    Fidelity Institutional Wealth Services is able to leverage the capital, resources, and expertise of the entire Fidelity enterprise, one of the world’s largest financial services companies, on behalf of its clients. A family managed, privately held company with more than 70 years of experience, it has assets under administration of $8 trillion, including managed assets of over $3 trillion as of December 31, 2019.

    Pershing Advisor Solutions LLC is an affiliate of Pershing LLC, the industry’s largest clearing provider, with a track record of more than 80 years. Pershing has approximately $1.8 trillion in global client assets and net capital of over $2.0 billion.

     

  • Envestnet

    Envestnet provides us with state-of-the-art technology for delivering institutional-level performance reporting capabilities, automatic rebalancing capabilities, institutional-level access to professional money managers, and the ability to create live links to client investments held away from Fusion — providing a truly holistic portfolio monitoring experience.

    Envestnet may not be a household name, but as a provider of integrated wealth management services, serving more than $3 trillion in assets across their platforms, we tap their expertise for diversified, rigorously researched portfolio solutions, manager and fund research and selection and comprehensive, unbiased coverage of asset classes and strategies.

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