“I have been using Fulcrum’s services for two years, and all I can say is that they really help leverage an advisor’s time. I let them know what type of fixed income portfolio I am looking for, and from design to implementation to trading they take care of it. This is really a game changer for advisors using individual bonds.”

Financial Advisor
Managing Director
Registered Investment Advisory Firm

The testimonials are not related to the performance of any investments and are not a guarantee of future results.  The experience(s) described may not be representative of the experience of all clients.  No compensation was exchanged for the testimonials appearing on this website.

“I have been using Fulcrum’s services for two years, and all I can say is that they really help leverage an advisor’s time. I let them know what type of fixed income portfolio I am looking for, and from design to implementation to trading they take care of it. This is really a game changer for advisors using individual bonds.”

Financial Advisor
Managing Director
Registered Investment Advisory Firm

The testimonials are not related to the performance of any investments and are not a guarantee of future results.  The experience(s) described may not be representative of the experience of all clients.  No compensation was exchanged for the testimonials appearing on this website.

Fulcrum Point Financial is a strategic partner for RIAs, Broker Dealers, and other Institutional Clients.

We provide full-service fixed income support.