Process

 

Our focus is on growing wealth for our clients over time with few surprises.

We apply our extensive knowledge of capital markets, financial modeling, asset allocation and investing. Once we’ve created your investment strategy, we begin the meticulous work of constructing and managing your customized portfolio. Our focus on tax efficiency for private clients, combined with our disciplined methodology and low costs, allows us to deliver an investment solution that also controls risk through diversification and thoughtful rebalancing.

 


The Power of Sustainable Growth

At Fulcrum, we use fundamental research to identify possible investments and then integrate non-financial factors into our decision making. Together with our trusted institutional partners, we have access to quality research and provide innovative approaches. We invest with intentionality and purpose, always focused on sustainable growth.

Our equity investment strategy screens for companies with fortress balance sheets, attractive business models, and strong leadership teams. We integrate environmental, social and governance factors which often expose potential business risk and reasons why we may or may not invest in a company.


Investment Theme Example:

We seek to invest in companies that align with our investment themes. One of our sub investment themes is water, and Xylem is a perfect example of what we would call a solution story.

Xylem is a leading water technology company committed to “solving water” by creating innovative and smart technology solutions to meet the world’s water, wastewater and energy needs. From collection and distribution to reuse and return to nature, their highly efficient water technologies, industrial pumps and application solutions not only use less energy and reduce life-cycle costs, but also promote sustainability.
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