Individual bonds play a critical role in client portfolios seeking to provide principal protection, income, and diversification from equities.
The challenge for many advisors is that the bond market is large, complex, and daunting. Fulcrum Point is here to help.
Individual bonds play a critical role in client portfolios seeking to provide principal protection, income, and diversification from equities.
The challenge for many advisors is that the bond market is large, complex, and daunting. Fulcrum Point is here to help.
Explore How We Partner With You
Custodian
We work with all the major RIA Custodians including: TD Ameritrade, Schwab, Pershing and Fidelity. No new client accounts need to be established, we trade directly with the custodians.
Products
We service all Fixed Income Products including:
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- Brokered CDs
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- Corporate and Municipal Bonds
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- Government and Agencies
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- Mortgage-backed securities
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- Structured Products
Comprehensive Support
Fulcrum Point has developed a unique solution to provide advisors with comprehensive support for their fixed income clients. It’s like having your own Fixed Income Trader for a fraction of the cost.
Proposal Generation
Based on the individual needs of your client we provide customized portfolio proposals. Proposals can be advisor branded.
Portfolio Review and Analytics
We provide advisors with detailed, client specific portfolio analysis. As markets change, we help review portfolios and adjust to insure they are aligned with client’s goals and objectives.
