Fulcrum is proud to announce that Michelle Mathieu has been recognized in the February 4, 2022, Forbes Top Women Wealth Advisors Best in State list, compiled by SHOOK Research. As Michelle noted, “Our clients appreciate that they are dealing directly with the owners and decision-makers at Fulcrum. We don’t sell any proprietary products, and our independence gives us access to the best talent, ideas, and resources.” The passion and values that Michelle and the entire Fulcrum team bring to servicing our clients and giving back to our community are the foundation for our strength.
The Forbes Top Women Wealth Advisors Best in State list is compiled by SHOOK Research, which researched and interviewed candidates who had been nominated by their firms. The ranking is based on an algorithm of qualitative data, learned through surveys and interviews conducted in-person, by telephone, and virtually to evaluate SHOOK Research’s view of best practices, level of service, investing models, and compliance records, as well as quantitative data, such as revenue trends and assets under management during 2021. All advisors included in the ranking have a minimum of seven years’ experience. Portfolio performance is not a criterion The ranking represents the opinion of SHOOK Research and is not intended to represent the experience of any particular client of Fulcrum or of Michelle Mathieu.. Neither the registered investment adviser firms nor their ranked employees pay a fee to Forbes or SHOOK in exchange for being included in the ranking. Inclusion in the ranking is not indicative of Fulcrum’s or Michelle Mathieu’s future performance or service levels. There were 9,850 women nominated nationwide and the final list of top women in Washington State includes 36. Complete methodology is available at this link.