AssetFusion

AssetFusion is a fee‑only registered investment adviser that provides personalized portfolio management and tailored advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm implements diversified portfolios using mutual funds, ETFs, ETNs and select individual stocks, and it monitors client progress on a periodic basis.

Investment decisions are driven primarily by fundamental analysis — including financial statement review and assessments of company management and competitive position — while also incorporating technical factors and consideration of the macroeconomic environment. The firm’s core philosophy centers on disciplined asset allocation across fixed income, alternatives, equities, and cash, offering six defined strategies that range from low to high volatility and emphasizing long‑term holdings and rebalancing.

Noteworthy differences from many peers include that AssetFusion’s investment adviser representatives may also be licensed insurance agents and occasionally recommend insurance products through affiliated entities (disclosed as Other Business Activities), which introduces commission‑based compensation that the brochure says is mitigated by fiduciary duties. The firm manages a relatively small set of client assets (approximately $15.9 million reported in the brochure) and reports serving primarily non‑high‑net‑worth individuals, while also using a recommended custodian program (AssetMark) and generally not voting client proxies.