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Your firm. Your technology. Your Way.

Fulcrum Equity Managment is a financial technolgy and trading firm designed to streamline and accelerate your investment management process.  Fulcrum strives to deliver exactly what your firm needs with programs ranging from Institutional Trading, Advanced Portfolio Solutions and Turnkey Asset Management Platforms.

Platform Solutions

Fulcrum_Institutional Trading

Leverage Fulcrum and outsource your trading to optimize model performance from trade execution to settlement. By outsourcing trade execution, firms can focus on their core capabilities, their value proposition and their clients.

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Fulcrum_Portfolio Solutions

Leverage Fulcrum as an outsourced CIO and build a custom offering of top tier money managers and strategies. Fulcrum provides the manager vetting and ongoing due diligence as well as trading, block execution and allocation.  

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Leverage our customizable Turnkey Asset Management Platform to streamline and power your growth. Our TAMP begins with proposal generation, and extends into client service with trading, billing, and reporting solutions. 

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