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YOUR VALUE ISN'T IN COMPLETING OPERATIONAL BUTTON PUSHING AND REPEATEDLY CHECKING THE STATUS OF TASKS,

SO STOP WASTING YOUR TIME ON IT.

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Those firms who work with us save 65.7% of their operational time compared to traditional operational methods. This means you can get back 2/3rds of your day, or grow needing only 1/3rd of the staff.

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How much of what you've learned to accept within your work day can actually be improved??

We're here to tell you... quite a bit.

  • Reduce your operational tasks by 66%.

  • Connect the tools that you love (CRMs, Portfolio Illustration, Reporting, etc.)

  • Let us automate the programs and processes that you don't love.

  • Pick the services you want us to handle, don't pay for the rest.

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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.

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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.​
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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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