Disclosures

The information contained in this website is informational and intended to provide background about our thinking concerning investing and financial planning. Our opinions are only that, and we make no guarantee about future investment results or the impact of the issues we discuss on investment markets. Nothing in this website should be construed as investment advice; we provide advice on an individual basis only after understanding your own circumstances and needs. We believe the information provided is accurate as of the date furnished, but we do not guarantee accuracy and will not revisit past material to update it. We discuss estate planning and tax issues generally but are neither accountants nor lawyers and are not providing legal or tax advice. We encourage you to talk to us about the impact of specific decisions on your own financial plan, and to seek advice from other professionals.

Industry Recognition

The FT 300 list is produced by the Financial Times and is based on data gathered from advisory firms, regulatory disclosures, and the Financial Times’ research. The listing reflects each firm’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the registered investment adviser firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

This unique ranking showcases wealth management firms from $100 million to $500 million in assets under management as of October 31, 2017 that have grown at least 30% in the past five years. RIA Database ranked the Top 100 Emerging Wealth Managers using quantitative and qualitative criteria. RIA firms that provide comprehensive wealth management services as their core offerings were included. Broker/dealers and firms with a concentration on asset management services were excluded.

The Puget Sound Business Journal compiles the list of 100 Fastest Growing-Private Companies from private companies globally headquartered in Washington State, and is based solely on minimum revenue and growth-of-revenue data provided by those companies. The data are subsequently verified by company officers and outside accountants.

Inclusion on this list is not related to investment advisory services or to client experiences with the companies listed and is not indicative of Fulcrum’s past or future investment performance or the experience of our clients. Companies listed come from numerous industries and are not limited to investment advisers.
 

The Puget Sound Business Journal compiles the list of Corporate Philanthropist – Small from data received from firm representatives through questionnaires and could not be independently verified. Only those companies that responded to an inquiry from the Puget Sound Business Journal were listed.

Inclusion on this list is not related to investment advisory services or to client experiences with the companies listed and is not indicative of Fulcrum’s past or future investment performance or the experience of our clients. Companies listed come from numerous industries and are not limited to investment advisers.