Fusion Analytics Investment Partners

Specialties

Fusion is a New York based wealth management company, focused on quantitative research and risk management, which differentiates us from other investment firms, and helps us more effectively manage investments with better returns and less downside risk. Besides investment management for professionals, baby boomers, retirees and anyone else saving for a goal like retirement, we create financial plans for our clients and focus on personal client service.

History

Established in 2006.

Fusion started out doing quantitative research on stocks for institutional clients out of our New York office. We developed models and strategies that would add value to retail investors and decided to build out a wealth management business.

Meet the Manager

Eric W.

Manager

Mr. Willer is a Regional Vice President and Manager of the Dallas office for Fusion Analytics Investment Partners LLC. He has close to 20 years of experience in the investment industry. Before joining Fusion in 2009, Mr. Willer worked for six years as the Director of Research for International Capital Management Corp., a Dallas based wealth management firm that focuses on high net worth investors. Prior to that he was an analyst at McGarr Capital, a long/​short hedge fund, and he was a telecom analyst for a boutique investment bank, Hoak Breedlove, Wesneski. He has an MBA from the University of Texas at Austin and is a Chartered Financial Analyst (CFA). Mr. Willer has been quoted in numerous publications such as CNET News, The Dallas Business Journal, Cable World, The Boston Business Journal, and Telephony Online.

A Dallas native, Mr. Willer is on the Board of Directors with Discovery Ministries. He is also a member of the CFA Institute. He is married and has one daughter.