Featured Business Financial Advisor in Dallas, TX
Dallas Financial Advisors
Fusion Analytics Investment Partners LLC
100 Crescent Court Suite 700
Dallas, TX 75201
(214) 270-2172
“Smart Analytics - Smart Investing”
Advisor Profile
Eric Willer CFA
Name:  Eric Willer CFA
Phone Number:  (214) 270-2172
Website:  Visit Website

About Fusion Analytics Investment Partners LLC

Fusion Analytics Investment Partners LLC is a cutting edge asset management firm that fuses the two widely followed investment disciplines of fundamental and technical analysis to deliver custom tailored asset management vehicles to institutions, family offices and high net worth private investors.

Harnessing the power of proprietary technology, key investment data points, and advanced mathematics Fusion Analytics Investment Partners delivers unbiased (and unemotional) custom money management solutions geared towards each of our client?s specific goals, objectives and tolerance for risk.
 

General Information

Gender:    Male
CRD#:    2263899
Firm CRD#:    124245
Name of Custodial Firm:    TD Ameritrade and RBC Advisors
States Licensed in:    TX
States Willing to do Business in:    All
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    2
Work Experience:    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.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
 

Education

Academic Background
 
The University of Texas At Austin
BBA Finance/International Business

The University of Texas At Austin
MBA Investments
 

Services

Investment Types:    Commodities, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate
I can meet clients in the following ways:    Via phone, At your office, Via email, At my office, At your home
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Securities Licenses:    Series 7, Series 24, Series 65, Series 63
Financial Organization Memberships:    Financial Planning Association (FPA), CFA Society
 

Firm Information

Assets Managed by Firm:    $500,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    100,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Eric Willer CFA

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