How to put all this 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..