Ben Siefring

Gestor de Cartera-Acciones en

Formidable Asset Management LLC

Consumer Services

Finance

Perfil

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).

Cargos activos de Ben Siefring

Empresas	Cargo	Inicio
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.	Gestor de Cartera-Acciones	01/05/2017

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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

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