Eric Willer CFA

Tel: (214) 270-2172
100 Crescent Court Suite 700
Dallas, TX 75201

Smart Analytics - Smart Investing

Fusion Analytics Investment Partners LLC | Financial Advisor in Dallas ,TX

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.

21 Years of Experience



General Information
No.of Employees:   20-49
Name of Custodial Firm:   TD Ameritrade and RBC Advisors
States Licensed in:   TX
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:   Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs


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


Qualifications & Memberships
Financial Organization Memberships:   CFA Society , Financial Planning Association (FPA)


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


Education
Masters of Business Administration - Investments  University of Texas at Austin - Austin, TX
09/1997-05/1999



FAQs

Eric Willer CFA

Eric Willer CFA

CFA

My Services


Financial Planning for Individuals

Our goal is to help you reach your financial goals, as smoothly as possible.


Retirement Planning

we specialize in retirement portfolios, including 401k's for businesses, 401k rollovers, IRA's and Roth IRA's, SEP IRA's.


401K Rollovers

401k Rollovers are our specialty. Our tactical portfolios are well suited to retirement portfolios as they are tax deferred.


Communities Served

All

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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