Chris Romano

Functions as a College/University

ITS offers a comprehensive line-up of actively managed asset allocation strategies that covers a broad range of investment classes. The firm aims to generate sustainable long-term returns on capital through a deliberate approach to managing downside risk and volatility. Their management process incorporates both technical and fundamental market research, following a variety of economic metrics and market indicators in the US and abroad on a current and historical basis.

Fusion Investment Group (FIG) provides direct advice and discretionary investment management services to qualified clients and institutions through their Private Access Program. This includes Global Fusion Tactical Equity, Global Fusion Core Equity, Fusion Enhanced Equity Income, Global Fusion Total Return, Fusion Short Term Government Bonds, as well as several custom strategies. Global Fusion Tactical Equity is an actively managed equity strategy based on a market-weighted allocation process. The benchmarks are the MSCI All Country World Index and HFRX Equity Hedge. Global Fusion Core Equity is a fully invested version of the Tactical Equity and is an actively managed equity strategy based on a market-weighted allocation process. The benchmark is the MSCI All Country World Index and MSCI World Index. Fusion Enhanced Equity Income is an actively managed equity strategy that utilizes covered-call writing to enhance the current income. The benchmarks are the CBOE Buywrite Monthly Index and the S&P 500 Index. Global Fusion Total Return is an actively managed tactical fixed income strategy based on a market weighted allocation process. The benchmarks are the Barclays Global Aggregate Index and Barclays Aggregate Bond Index. Fusion Short Term Government Bond is an actively managed short-term fixed income strategy that invests in high quality, investment grade U.S. Government bonds, agencies and municipal securities. The benchmarks are the Barclays 1-3 Yr U.S. Treasury Index and Barclays Short Treasury 3-6 Month Index. FIG provides investment supervisor services to Global Fusion Partners LP, a private investment fund; however the fund is closed and is no longer accepting new investors. The fund has liquidated all of its investments and has reinvested the proceeds into a concentrated investment into Fusion Management Group LLC.

Provides investment research