MarketAnalysis-BW

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Institutional Money Managers

FulcrumEQ works with institutional level money managers to provide access to their top-rated strategies.

Index Disclosures

It is not possible to invest directly in an index. Index performance does not reflect charges and expenses, and is not based on actual advisory client assets.  Index performance does include the reinvestment of dividends and other distributions.  Standard & Poor’s 500 Index (Total Return) (“S&P 500”) is a broad-based unmanaged index of 500 stocks, which is widely recognized as a representative of the equity market in general.  The MSCI World Index ex-USA (Total Return) captures large and mid-cap representation across 22 of 23 Developed Markets countries (excluding the US) and 23 emerging Markets countries.  The Barclays Capital U.S. Aggregate Bond Index is a broad-based benchmark that measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market.  The Credit Suisse Liquid Alternative Beta Index reflects the return of a dynamic basket of liquid, investable market factors selected and weighted in accordance with an algorithm that aims to approximate the aggregate returns of the universe of hedge fund managers as represented by the Credit Suisse Hedge Fund Index.  The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 widely traded blue-chip U.S. common stocks.

 

Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market.  They are methods used to help manage investment risk.

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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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