Fusion Capital Management Partners with Burney Company
Tech-enabled RIA selects proven investment partner to bolster advisor capabilities and improve client outcomes
Fusion Capital Management, a technology-enabled RIA serving numerous partner advisors with over $1 billion in assets under management, has recently established a significant partnership with The Burney Company as its Outsourced Chief Investment Officer (OCIO). This collaboration seeks to combine Fusion's innovative advisor support platform with Burney's long-standing expertise in investment management that spans five decades.
This partnership enables Fusion's network of entrepreneurial financial advisors to access top-tier investment management while enjoying the flexibility and control that highlights the Fusion advantage. With Burney by their side, advisors can offer their clients sophisticated solutions.
Burney brings forth three pivotal advantages for Fusion's advisors:
1. Active equity strategies, comprising tax-efficient implementations.
2. Tailored asset allocation solutions to meet varied client needs.
3. Portfolio comparison tools to assist advisors in acquiring more assets.
Custom Solutions for Diverse Client Scenarios
A key element of this partnership is Burney's adeptness at crafting custom asset allocation solutions tailored to the unique challenges of Fusion's advisor network. Many advisors deal with clients possessing existing low-basis positions across various strategies, necessitating sophisticated transitional planning and tax-aware investment methods.
According to Bryce Engel, CEO of Fusion Capital Management, "We chose Burney because they check all the boxes you want to see in an institutional investment manager. Their track record and consistent performance are vital, but their real strength lies in their flexibility to design custom solutions for our advisors' specific client situations. This indicates their capabilities and commitment to our advisors’ success.”
Engel continued, “After implementing Burney’s asset allocation models, we experienced significant value during the challenging market conditions early in 2025. This collaboration has shown that multi-asset class implementations can outperform equity-centric strategies. We’re very satisfied with the support Burney has provided.”
Enhancing Advisor Success
This OCIO partnership closely aligns with Fusion's mission of promoting financial independence for advisors by alleviating operational challenges and allowing a greater focus on client relationships and business expansion.
Engel emphasized, “Fusion exists to facilitate small and mid-sized advisors by handling operational minutiae, enabling them to hone in on what they do best: growing their business and serving their clients. By collaborating with Burney, we delegate the most intricate aspect of advisory service – investment management – to a seasoned firm that has successfully navigated this realm for decades. This effectively empowers our advisors to prioritize client engagement and business development.”
Wayne Ferbert, Senior Managing Director of Burney Advisor Services, echoed the synergy between the philosophies of the two firms. “Fusion’s commitment to advisor autonomy and operational excellence aligns closely with our own approach in aiding independent advisors,” Ferbert stated. “By acting as their OCIO, we provide advanced investment management and research capabilities, enhancing their ability to compete at the highest levels, while Fusion manages the operational infrastructure that brings efficiency to their practices.”
About The Burney Company
Established in 1974, The Burney Company proudly operates as an SEC-registered investment advisor, overseeing $3 billion in assets. Their innovative Size & Style Responsive approach to U.S. equity management has demonstrated results across various market cycles. Burney was honored as the #3 Financial Advisory Firm in the U.S. on the CNBC FA 100 list for 2024. Additionally, Burney Advisor Services provides tailored investment management and practice support to independent RIAs.
About Fusion Capital Management
Founded in 2011, Fusion Capital Management is a tech-enabled RIA dedicated to delivering financial freedom to its advisors through clear pricing, operational flexibility, and all-encompassing support. With a network of over 75 partner advisors managing more than $1 billion in assets under management, Fusion integrates cutting-edge fintech with robust operational frameworks, enabling advisors to run their practices with efficiency and autonomy. Investment advisory services are provided by Coppell Advisory Solutions, LLC, operating as Fusion Capital Management, an SEC-registered investment advisor.
Frequently Asked Questions
What is the main goal of the Fusion and Burney partnership?
The partnership aims to enhance advisor capabilities by providing access to sophisticated investment management and tailored solutions for diverse client needs.
How does Burney benefit Fusion's financial advisors?
Burney offers active equity strategies, custom asset allocation, and portfolio comparison tools, enabling advisors to efficiently manage client portfolios.
What distinguishes Burney in the investment management industry?
Burney is recognized for its long-standing experience, strong track record, and ability to create customized solutions for the unique challenges faced by advisors.
Why is operational efficiency important for financial advisors?
Operational efficiency allows financial advisors to focus on building client relationships and growing their business, leading to improved overall client satisfaction.
What does Fusion Capital Management provide to its network of advisors?
Fusion provides a tech-enabled platform offering transparent pricing, comprehensive support, and a robust operational framework to enhance advisor independence and effectiveness.
