Portfolio Analysis

metrics within reach

Our analytics platform allows advisors to review the standard asset allocation and correlation metrics in order to gain further insight into the portfolio structure.  Advanced metrics can include: Alpha, Beta, R2 Sharpe Ratio, Up and Down Market Capture, Information Ratio and more.

FOLLOW US

  • LinkedIn Social Icon
  • Twitter Social Icon

LET'S GET IN TOUCH

 

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.

 

Privacy Policy  |  ADV