© 2016 ProFusion Financial

ProFusion Financial is a Registered Investment Advisor.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified Financial Advisor and/or tax professional before implementing any strategy discussed herein.  

Profusion 

Financial

PROTECTION   |   PLANNING   |   INVESTMENTS

PHILOSOPHY

 

01

PROTECT

02

MANAGE

03

BUILD

04

TRANSITION

We specialize in all aspects of protecting, managing, building and transitioning wealth for high net-worth individuals.  We are focused on working intricately with subject matter experts in estate planning, taxation and a variety of other proficiencies to deliver a concierge level of service, industry expertise, and lifestyle that provides clients with a seamless experience throughout their financial life-cycle.

 

Our advisors are bound to a Fiduciary Standard that was established in the Investment Advisors Act of 1940. It stipulates that an advisor must act in the best interest of the client, maintain a duty of loyalty and care and disclose any potential conflicts of interest.  Specifically, the advisor is also prohibited from making trades that may result in higher commissions for the advisor or their firm,  and strive to trade securities with the best combination of low cost and efficient execution.

 

SERVICES

Portfolio Management

We use a proprietary systematic investment approach designed to perform inline with your risk adjusted benchmark without assuming additional risk. Our strategy is based on historic market trends and principles that we overlay into client portfolios.

Asset Protection

We protect our clients assets through a combination of tax, estate and trust planning, while complimenting with guaranteed accounts and insurance strategies when necessary.

Client Experience

Every client has their own personal web portal designed to organize their entire financial picture. You can set budgets, reminders, alerts, and store important documents. Our clients always deal with their advisor directly, never an assistant.

Lifetime Income Planning

We know that life is dynamic. We create dynamic lifetime income plans that are reviewed and updated each time you have  a life event. Every plan is stress tested based on historic asset returns and risk, while probability of success is determined and monitored. 

Transparent Reporting

Our quarterly reports are clear and concise, with fees fully disclosed. Our billing is straightforward and presented to you on it's own sheet included with your performance report. ​

Private Market Access

We provide our clients with an array of access to  private market assets that have lower correlation, and better risk adjusted returns than traditional public market assets.

 

CONTACT

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