Fulcrum Capital

Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007. Fulcrum works with Foundations, Endowments and Individuals seeking investments in high-quality sustainable companies that align with their values. Fulcrum’s boutique size allows them to be nimble and flexible with their investment strategies, and proactive and responsive with their clients. Fulcrum’s five investment professionals average over 30+ years of experience. With four MBA degrees, two CFA designations, one ChFC charter holder, and one CFP designation Fulcrum is well credentialed to manage and grow their client’s wealth.