The Fulcrum Advantage
Give me a lever long enough and a fulcrum on which to place it, and I shall move the world. --Archimedes.

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Investment Focus: We invest in high quality sustainable businesses with an emphasis on environmental, social, and corporate governance principles.
Experience and Credentials: Our three investment professionals have over 100 years of combined experience. With three MBA degrees, two CFA designations, and one ChFC charter holder, we are well credentialed.
History and Culture: Fulcrum Capital is 100% independently owned, founded in 2007 with an emphasis on sustainability, headquartered in a LEED certified building. Our small scale is an advantage, allowing us to be nimble and flexible with our investment strategies, and proactive and responsive with our clients.
Security and Operations: Our clients’ privacy and data is protected via a dedicated server with multiple layers of firewall protection, and multiple offsite backup locations. We outsource operational tasks to strategic partners, allowing us to focus on our clients and manage their portfolios.