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OUR

MISSION

Here at Fusion we do two things:  1) We save you time, and 2) We save you money.

It sounds very simple, we know...

...BUT IT'S THE MISSION THAT DRIVES EVERYTHING WE DO

At Fusion, we are a "NO FRILLS" solution.

We provide advisors and RIAs with the services that you need, and don’t make you pay for the things that you don’t. We know that many firms don’t need sales training, case design, or fancy tools that are never used, but yet the fees charged require these advisors to pay for those things anyway.  

15k

USERS

$1.8 b

IN AUA

2%

NIGO RATE

100%

COMMITEMENT TO YOU

 

OUR TEAM

At Fusion Capital Management we have a deep bench of industry know-how helping us build better solutions for you and your clients.

 

Fusion was founded in 2011, by 20 year advisory veteran Ryan Borer. Ryan leverages his experience as an advisor, wholesaler and leader of multiple RIA operation teams to help our clients build efficient and profitable businesses.  

 

Our CEO, Bryce Engel brings his invaluable experience as former head of brokerage services at TD Ameritrade and 25 years in the clearing firm business. Bryce is an expert in helping businesses scale economically and with efficiency.

 

Our technology team is made up of former clearing firm insider Bruce Ferguson, led by our CTO, Leibel Sternbach, who brings a depth of financial planning knowledge typically not found in the FinTech space. Leibel is an Enrolled Agent with the IRS, an Accredited Portfolio Management Advisor, Chartered Financial Consultant, NSSA certified advisor, has his Series65 and Life/Annuity Licenses.

 

Our COO, Robert Pujia was an advisor during the great recession. As former financial advisor and wholesaler, Bob leverages his boots on the ground experience to help expedite requests and save our clients time and money.

SEE HOW THESE INDUSTRY LEADERS ARE HELPING BOTH 

ADVISORS AND INSTITUTIONS

MOST COMPANIES AIM TO MAKE YOU MORE EFFICIENT.

HERE, EFFICIENCY IS NOT OUR END-GOAL.

EFFICIENCY IS THE TOOL WE USE TO SAVE YOU TIME AND MONEY.

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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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