Performance Reporting

on-demand

Our web-based Performance Reporting portal offers on-demand reports at the account and household level.  These reports are reconciled daily from any of our custodial partners and allow you to take the temperature of your business at a moment's notice.  Along with the on-demand functionality, FulcrumEQ will run monthly performance statements and have them posted to your Advisor and Client Portals every month.

Disclosures

These reports are provided as a courtesy for informational purposes.  Account values are collected from sources we believe to be reliable.  Account values may be obtained from or verified through the institution(s) maintaining custody as well as from account statements issued by the custodian(s).  Past performance is no guarantee of future results.

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PLANO OFFICE

5700 Granite Parkway, Suite 200

Plano, Texas 75024

 

tf: 888.304.6942

ph: 214.317.4293

fx: 214.296.9353

info@fulcrumeq.com

Fulcrum Equity Management, LLC (FulcrumEQ) is an SEC registered investment advisory firm and is currently notice filed in the states of LA, TN and TX. This is not an offer to sell securities in any other state or jurisdiction.

 

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