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Fulcrum Point Financial is a strategic partner for RIAs, Broker Dealers, and other Institutional Securities Clients.  We provide full-service fixed income support.
We strive to be a meaningful partner to RIAs providing sales support, institutional pricing, access to our trading expertise and our extensive network of trading partners.  Whether your client has $10,000 or $10,000,000 to invest, Fulcrum Point wants to be your fixed income securities partner.

Michael Gregson
Founder and CEO

Mike brings over 25 years of trading and financial services experience.  He is the Former Head of Trading at LPL Financial where he created its Fixed Income Securities Trading Department.

In 2011, recognizing the growth of the Independent Registered Investment Advisor channel, he founded Fulcrum Point Financial. He wanted to provide independent advisors the education, service and support of individual bonds that they need to be successful. Today, Fulcrum Point Financial works with advisors across the country to make using individual bonds easier and more effective for their practices.

Michael Gregson
Founder and CEO

Mike brings over 25 years of trading and financial services experience.  He is the Former Head of Trading at LPL Financial where he created its Fixed Income Securities Trading Department.

In 2011, recognizing the growth of the Independent Registered Investment Advisor channel, he founded Fulcrum Point Financial. He wanted to provide independent advisors the education, service and support of individual bonds that they need to be successful. Today, Fulcrum Point Financial works with advisors across the country to make using individual bonds easier and more effective for their practices.

Our Traders

Our trading staff brings years of experience trading fixed income securities for both institutional and retail clients. As a result, advisors working with Fulcrum Point have direct access to our desk and can build personal relationships with our traders. Our team of fixed income professionals work with advisors on their terms. We provide proactive sales idea and support as often or as little as desired. Our aim is to provide a first-class experience for advisors. By doing so, we truly become a valued partner to their business.

Get in Touch

Our Traders

Our trading staff brings years of experience trading fixed income securities for both institutional and retail clients. As a result, advisors working with Fulcrum Point have direct access to our desk and can build personal relationships with our traders. Our team of fixed income professionals work with advisors on their terms. We provide proactive sales ideas and support as often or as little as desired. Our aim is to provide a first-class experience for advisors. By doing so, we truly become a valued partner to their business.

Get in Touch