Investment Management


Gain access to institutional investment management through our vetted list of managers and strategies. Easily search, sort, and blend strategies into a single Unified Managed Account (UMA) leading to more tax efficiency, less paperwork, and lower costs overall.

Investment Management Delivered Your Way

At Fulcrum, we understand that no two firms are exactly alike, so we now offer access to our investment management platform in two distinct ways:

Trading 2


Leverage our trading & technology platform and gain access to top-rated strategists, institutional trading and advanced advisor technology normally reserved for comprehensive TAMP programs.

Your advisors have the same access to leading investment strategies and customizable technology, but your firm maintains and services the accounts on your existing platform - leading to lower platform fees.

Tax Managed


Empower your advisors with our full turnkey program allowing them to manage the entire client process from planning, proposing, investment selection and digital account opening.   

Fulcrum maintains the accounts and serves as your back-office reducing the time,and money, your firm spends on trading, reporting, and administrative tasks.

Want to learn more about Fulcrum?

Schedule a Demo call with our team.
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