May 25, 2022

Giving back to the community

We’re honored to share that Fulcrum has been named to the Puget Sound Business Journal’s list of top corporate philanthropists in the region for the fourth year in a row. The Journal’s list is comprised of companies that make donations without receiving sponsorships, tables, or other compensation, and is divided into three categories according to size, with 25 honorees in each.

 

Just as we help our clients identify their values and implement plans that reflect those values, we strongly believe our firm’s actions should reflect our values. We feel it’s important to give back to the community that has given so much to us. We are grateful to our clients, partners, and community who have contributed to our success and enabled us to provide this support.

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.

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