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FUSION IS THE SOLUTION FOR FIRMS WHO WANT EFFICIENCY WITHOUT THE EFFORT.

How much of your day is spent on repetitive tasks, babysitting custodians, or correcting errors?

No matter the amount, the answer is "..more than you'd like."

So let us help.

Want to learn more about the platform that powers this advantage?

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Most firms charge for what they deliver, even if each and every advisor doesn't use it all. That would be like if you have had to pay for every commercial you saw on TV, even if you didn't want to buy the product.  Fusion is different.  

 

We are an "ESSENTIALS FOCUSED" RIA.

This means we offer you the nuts and bolts of what you need to run your business, and you pay for only those nuts and bolts, or pay just for the nuts, or just for the bolts.

If you think this is already what you've been doing, think again. Sales training, case design, flashy tools that you and your clients never use, but yet your fees you are charged require you to pay for these things away.

At Fusion, you only pay for the services you use.
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Consider us the superpower hidden within your team.

Imagine if you could instantly know the status of every action you take on behalf of your clients. Or, every action that the custodian takes.  Or, every action that each dollar takes...

Normally, automation and efficiency cause a lack of transparency, but yet your clients expect you to know exactly what is happening with their money. "I'm not sure," is never an acceptable answer, we know.

That's why transparency is at our core of every function.  You can know exactly where and what is happening with a client request every single step of the way.  From initial request to custodian confirmation, you will always be able to tell your clients exactly where things stand. 

 

They will think you are being extra attentive to their accounts. You will know you have the superpower of Fusion Elements to thank.

...Sound pretty great?

Want to learn more about what Fusion Provides?

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Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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