Solution introduction

Initializing RIA Breakaway

Black Ops is an off the grid, confidential, RIA launch services program designed to support breakaway advisor teams on their transition to independence through launch of independent firm and companies that they join

Originally built for $1B+ AUM teams, Fusion Black Ops provides advisors of all size comfort and confidence by providing a seamless process of getting a team from point A to RIA. Fusion Black Ops is a turn-key program for fee-only or hybrid teams that delivers an all-inclusive suite of services including: custom-built fintech stack, custodian/BD coordination, compliance, legal, website design, office technology and cybersecurity, launch project management and technology expert services.‚Äč

Fusion Black Ops is the elite strategic and tactical unit to extract advisors and deliver them to independence. Our team of experts are specialists in educating, organizing, and project management of your group’s transition. It is imperative that advisors considering a change cease communication with the marketplace and “go dark” so the team launches on its terms. You employ our skills to act as your tactical extraction team supporting you each step of the way. True to a military grade covert operation, you should expect the same in navigating your next move. Our closed-circuit solution empowers advisors through confidentiality, control, comfort and command of navigating change. The team assembled under Fusion Black Ops has helped over 1000 advisors change firms or successfully launch independent firms.

We have built the industry’s biggest brands – now it is your turn to leverage our skills.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.