Reduce your efforts on time-consuming rebalancing activities. Leverage Fulcrum’s trading team and expertise to manage your clients’ portfolios.
Access hundreds of third-party investment strategies ranging from boutique management firms to the world's largest asset managers.
Generate investment proposals comprised of multiple customizable components complete with integrated HiddenLevers analytics.
5700 Granite ParkwaySuite 200Plano, Texas 75024Toll Free: 888.304.6942Direct: 214.317.4293
Form ADV 2Form ADV 2A AppendixForm CRS