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Fusion Capital Management

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Fusion Capital Management

Overview:

Fusion Capital Management provides customized wealth management solutions tailored to your long term goals, needs, and objectives. Our approach takes a special focus on risk, with our proprietary risk management system that will monitor the risk being taken within your portfolio on an ongoing basis.

We are a full-service wealth management firm, with our services accessible through our network of advisors, who ensure quality of service to you.
Fusion Capital Management was founded by Investment Advisors looking for a better alternative to what the market place offered their clients. Several of our partners currently, maintain a client base, which helps keep us abreast of the day-to-day operations our advisors go through.

After working with and for multiple Registered Investment Advisor firms the Partners of Fusion wanted something different and better for Investment Advisors and their clients. We felt the industry was lacking transparency, efficient workflow, and overall service to clients.

The Partners set out to establish a firm with a particular concentration on servicing Registered Investment Advisors, Investment Advisor Representatives, and their clients. Fusion spent its first year in existent with little focus on sales or marketing. Instead, we felt it was important to take our time and build out the firm’s infrastructure, with a measured focus on building the right systems and capabilities that would give advisors and their clients the opportunity to succeed.

Fusion Capital Management is a Registered Investment Advisor created for advisors and their clients in an effort to maximize their chances for achieving long-term financial success.

We are passionate about your retirement, so that you will have the opportunity to live the life you've worked so hard for. We don't focus on overarching dreams or platitudes. We endeavor to help clients move toward achieving their desired results.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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