FusionIQ, the first-of-its-kind digital investing platform empowering advisors to deliver personalized, end-to-end investment experiences to their clients at scale has added two new strategists to its digital supermarket:
Schafer Cullen is 100% employee owned and operated with over $20 billion AUA as of September 2021, backed by their investment philosophy: invest with discipline for the long-term.
“FusionIQ is creating a truly differentiated, modern investment experience, and we’re proud to play a part in bringing impactful strategies to the platform,” said Brooks Cullen, President and Vice Chairman of Schafer Cullen. “Their mission of democratizing access to high-quality strategies for the masses aligns with our own vision and we’re proud to add a number of our strategies—including High Dividend Value, Water Impact, ESG Value, International High Dividend Value ADR, among others—to FusionIQ.”
Arrow Fund’s targeted portfolio solutions seek to enhance returns and mitigate risk by applying enterprising solutions and timely innovation to broaden portfolio exposure.
“We are excited to help investors respond to ever-changing markets by offering unique portfolio solutions, like our latest tactical bitcoin strategy, on FusionIQ’s pioneering platform,” said Joe Barrato, CEO and founding member of Arrow Funds. “This new technology allows us to not only offer sophisticated adaptive asset allocation models, but also to create meaningful synergies for advisors to be responsive with their customizable solutions.”
“Our goal is to add the highest quality strategists to our digital supermarket,” explained FusionIQ CEO Mark Healy. “We want to help our advisors and their clients access ‘best-of-breed’ managers across every investment strata in a more modern, digitized way and at a better price point than comparable alternatives. Lowering the barrier to quality while creating a user-friendly experience for today’s investor has always been part of our mission at FusionIQ.”
The strategies selected by FusionIQ have historically only been available to ultra high-net-worth and high-net-worth investors. Because FusionIQ has built access to models and strategies into the platform itself, advisors and end investors alike can efficiently leverage traditional models as well as historically expensive, cumbersome to manage assets like alternatives and fixed income.
Schafer Cullen and Arrow Funds strategies are currently available to financial services firms and end investors using FusionIQ’s intuitive, next-gen digital supermarket, with an even more robust strategist roster to come in the coming weeks.
FusionIQ’s digital supermarket, which is revolutionizing the investing experience for advisors and their clients with its innovative ecommerce platform, welcomes a carefully curated line-up of strategists characterized by extensive experience and high-quality discipline.
