Regulated Crypto Investment Advice Takes A Giant Leap Forward
“We are thrilled to announce that Fusion Financial Advisors, LLC (“Fusion”) is now the first federally registered investment advisor regulated in the United States, offering diversified portfolios consisting of cryptocurrencies.
The Fusion team is currently hard at work building the technology infrastructure that will enable our mobile web-based investment advisory services, allowing Fusion to provide consumers additional options to manage their wealth with diversified portfolios consisting of exchange traded funds (“ETFs”), digital assets (also known as “cryptocurrencies” or “coins’) and other limited investment products. These services will initially be offered to users of the Ethos.io platform (the “Ethos Platform”).
We’re extremely excited about our relationship with Ethos as we are their first Bedrock Business Customer, meaning the two teams will collaborate on the design and functionality of the dynamic Ethos Platform. This relationship will also allow Fusion to offer automated-investment advice directly to our target user audience, through the Ethos Universal Wallet mobile application.
Once our technology is finalized later in 2018, users of the Ethos Platform that choose to become clients of Fusion will have the ability to access the Fusion Application (Web-App) directly within the Ethos Universal Wallet to learn more about investing, track third-party financial accounts and/or digital wallets, and create and manage a hybrid crypto and investment portfolio designed to meet their financial goals, interests and beliefs within their respective investment objectives, risk tolerance and financial parameters.
The advisory services offered through the Fusion Application will initially consist of advice limited to only mutual funds, exchange traded funds (“ETFs”), and digital assets (also known as “cryptocurrencies” or “coins’), as well as cash and cash equivalents. Fusion’s advisory services are intended for long-term investors that are focused on building wealth over time through a highly diversified portfolio, and are not geared toward short-term, active investors.
In parallel with these efforts, the Fusion team is also working diligently to finalize several strategic partnerships that will allow us to deliver on our long-term objective of providing global consumers with a robust digital financial experience traversing wealth management, brokerage, and banking products and services.
All these efforts are well underway.
Registering as investment advisor brings Fusion one step closer to the reality of delivering Automated Fusion Investing For The Future.
Look out for future updates here and on our Twitter @FusionFin
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Fusion Financial Advisors, LLC (“Fusion”) is a limited liability company organized under the laws of the State of Delaware and headquartered in San Ramon, CA. Fusion is an internet-only based investment adviser that offers personalized, technology-driven investment advisory services to clients through mobile and desktop, web-based applications. Fusion’s advisory services are intended for long-term investors. For more information about Fusion, please visit https://fusion.financial
Additional information about Fusion is also available on the SEC’s website at: https://adviserinfo.sec.gov/Firm/294415.
The Ethos Platform is an online digital financial ecosystem with a dynamic social network and marketplace for consumers, financial professionals and firms, merchants and developers interested in financial and investment information, products, and services, including those related to blockchain and cryptocurrencies. For more information about Ethos, please visit www.ethos.io
Important Disclosure — Other Financial Industry Activities and Affiliations
Fusion, and its parent Fusion US Holdings Inc., is an affiliate of Ethos.io, by virtue of each being under common ownership and control. Specifically, the controlling interests of both Ethos.io and Fusion US Holdings Inc. are held by the same individuals. Ethos.io and Fusion may jointly market Fusion’s services to the users of the Ethos Platform.
The views expressed in this press release are the views as of Fusion as of the date indicated. This press release is provided for informational purposes only and is subject to change. Nothing contained in this press release constitutes investment, legal, tax or other advice, and it should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy. Fusion does not assume any duty to update forward looking statements. The information in this press release has been developed internally and/or obtained from sources believed to be reliable; however, no representation or warranty, express or implied, is made or given by or on behalf of Fusion as to the accuracy and completeness or fairness of the information contained in this press release.