#United States #Dallas #Burney Company #Fusion Capital Management #OCIO Partnership

Fusion Capital Management and Burney Company Join Forces

In a strategic move to elevate the capabilities of financial advisors, Fusion Capital Management has announced a partnership with The Burney Company. This collaboration marks a significant step towards integrating advanced investment management processes aimed at enhancing client outcomes for over 75 partner advisors, collectively managing more than $1 billion in assets.

Fusion Capital Management, known for its technology-driven approach, has consistently aimed to deliver financial freedom to its advisors. The firm's decision to select Burney as its Outsourced Chief Investment Officer (OCIO) is supported by Burney's extensive 50-year track record in U.S. equity management.

A New Era of Investment Management

The partnership brings robust investment strategies and sophisticated research capabilities to Fusion's network. Financial advisors will benefit from access to high-quality asset management while retaining the flexibility that distinguishes Fusion's service model.

Key Advantages for Advisors

The collaboration allows Fusion advisors to tap into several new resources which include:

• - Active equity strategies: Advisors will now have the opportunity to implement tax-efficient investment strategies to serve their clients better.
• - Customized asset allocation solutions: Each advisor can tailor solutions to cater to their clients' specific needs, particularly those facing unique challenges in their investment portfolios.
• - Portfolio comparison tool: This innovative tool assists advisors in demonstrating their investment strategies effectively, empowering them to attract more assets.

Tailored Solutions for Diverse Needs

One of the core strengths of Burney lies in its ability to create custom asset allocation solutions. Many Fusion advisors deal with clients who hold low-basis asset positions, necessitating careful transitional planning and tax-aware strategies.

Bryce Engel, CEO of Fusion Capital Management, explained the rationale behind partnering with Burney: “We selected Burney because they meet all the qualifications expected from an institutional investment manager. Their consistent performance through different market cycles, along with their flexibility to address our advisors' client-specific situations, underscores their commitment to supporting our mission.”

Enhancing the Advisor's Focus

The collaboration with Burney aligns closely with Fusion's objective to alleviate operational complexities for financial advisors. By outsourcing the intricate realm of investment management, advisors can redirect their efforts toward cultivating client relationships and expanding their practices. Engel further elaborated, “Our mission is to relieve small and mid-sized advisors from daily operational tasks, allowing them to concentrate on what they excel at—growing their business.”

Wayne Ferbert, Senior Managing Director at Burney Advisor Services, pointed out the synergy between the two companies, emphasizing that both share a vision for supporting independent advisors. He stated, “This partnership allows us to deliver the sophisticated investment management and research capabilities that empower advisors to be competitive, while Fusion provides the technology and operational support that enhances efficiency.”

A Legacy of Excellence

Founded in 1974, The Burney Company has built a solid reputation, managing assets worth approximately $3 billion through its innovative Size & Style Responsive investment approach. The firm was recently recognized as the #3 Financial Advisory Firm in the U.S. by CNBC in its FA 100 list for 2024. This elevated status further cements Burney's position as a leader in the investment advisory space.

In contrast, Fusion Capital Management, founded in 2011, continues to disrupt the landscape by marrying financial technology with efficient operational practices. This partnership is poised to heighten their effectiveness, enabling advisors to balance technology integration with client-centric approaches.

As Fusion Capital Management embraces this valuable alliance with The Burney Company, the expectation is that a new standard of investment advisory service will emerge—one that not only enhances the advisors’ capabilities but ultimately benefits their clients as well.

In conclusion, this partnership heralds a promising shift in financial advisory practices, laying the foundation for innovative solutions tailored to meet the evolving needs of investors in today's dynamic market landscape.