Leibel Sternbach, Director of Technology at Fusion Capital Management has continued his pursuit of developing next generation financial solutions for advisors by attaining his accreditation as a Portfolio Management Advisor. —
Accredited Portfolio Management Advisors (APMAs) have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. This achievement will help Leibel build better tools and marketing programs for today’s advisors.
Fusion Capital Management is a values based financial services organization where capabilities and systems create results for their network of advisors and mutual clients. Fusion’s goal is to deliver the optimal customer service that independent financial professionals deserve and require to grow their business.
“The APMA program allows me to better create marketing solutions that help our advisors differentiate themselves from their competition and demonstrate their credibility,” commented Sternbach. “Having this education helps me create more effective marketing programs and tools that our advisors need to build and grow their businesses in today’s highly competitive market.”
According to the College for Financial Planning, “An Accredited Portfolio Management Advisor or APMA® designee is an expert in portfolio construction and management that can handle a portfolio of investments from A to Z. Designees receive hands-on training as an investment professional, making them more effective in serving client needs.”
“This designation is just another signifier of the value that Leibel provides to advisors,” added Fusion CEO, Ryan Borer. “As part of our Fusion Practice Advantage, it’s important that the person responsible for a lot of the technology and software created to help advisors do their jobs has a thorough understand of what that job entails.”
In addition to the Accredited Portfolio Management Advisor designation, Leibel is also holds his Series 65 securities license. In addition, Leibel has authored a number of whitepapers and marketing pieces on investment management and marketing practices for advisors. For more information on Leibel, and how he helps advisors with Fusion based solutions, visit www.fusioncm.com.
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.
Name: Morgan Wendladnt, CMO
Email: Send Email
Organization: Fusion Capital Management
Address: 870 S. Denton Tap Rd. Suite 250 Coppell, TX 75019
Release ID: 201436