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Ben Siefring
Gestore di Portafoglio-Azioni presso
Formidable Asset Management LLC
Profilo
Mr. Benjamin A. Siefring is a Senior Portfolio Manager at Formidable Asset Management LLC.
He joined the firm in May of 2017 after 6 years of delivering custom financial planning solutions to area individuals and large institutions.
He has more than a decade of experience creating financial blueprints for individuals, families and small-business owners.
He takes a comprehensive approach to planning, going beyond solely looking at return on investments to assess his clients’ entire financial picture, including mortgages, debt and taxes.
He is a graduate of the University of Dayton.
He also holds the Certified Financial Planner certification (CFP), the Chartered Financial Consultant designation (ChFC), and the Life Underwriter Training Council Fellow designation(LUTCF).
Posizioni attive di Ben Siefring
| Società | Posizione | Inizio |
|---|---|---|
Formidable Asset Management LLC
 Formidable Asset Management LLC Investment ManagersFinance Formidable seeks to substantially grow each client’s portfolio while taking an appropriate level of risk. The firm’s approach to asset management is active and adaptable. They employ a disciplined process and build client portfolios based on their own rigorous process, not Wall Street research or cookie cutter models. Based on each client’s long-term objectives, the firm develops a strategic asset allocation which is dynamically managed using a combination of proprietary quantitative, fundamental, and technical analysis. | Gestore di Portafoglio-Azioni | 01/05/2017 |
Formazione di Ben Siefring
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
4
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Formidable Asset Management LLC
Formidable Asset Management LLC Investment ManagersFinance Formidable seeks to substantially grow each client’s portfolio while taking an appropriate level of risk. The firm’s approach to asset management is active and adaptable. They employ a disciplined process and build client portfolios based on their own rigorous process, not Wall Street research or cookie cutter models. Based on each client’s long-term objectives, the firm develops a strategic asset allocation which is dynamically managed using a combination of proprietary quantitative, fundamental, and technical analysis. | Finance |
