Fulcrum Wealth Advisors was created as an independent firm for a reason. We never want our advice to be clouded by any obligation to promote any proprietary investment firm, banking institution or insurance company. As an independent firm we have access to global financial resources allowing us to bring superior advice and financial expertise.
We conduct due diligence on all types of investment managers and strategies, and we follow managers in current client portfolios as well as candidate managers under consideration.
We have developed our own proprietary Manager Database supplemented with several other databases we use to identify and verify information on investment management organizations. This gives us a broad scope of the myriad of choices that exist in the marketplace.
Our manager search and selection process includes an intricate assessment of the manager’s quantitative statistics such as performance, risk, and correlation measures, as well as our qualitative assessment of the firm, their team, and their investment philosophy, process and disciplines.
We follow managers on a global basis and our manager due diligence takes many forms. Whether FWA analysts and consultants are traveling to conduct on-site meetings, coordinating conference calls, or hosting managers in our offices, our communication with the investment management community is extensive and ongoing.
Many clients prefer to own individual securities rather than outside money managers. Managers within Fulcrum Wealth Advisors have an extensive history of researching, building and monitoring portfolios of individual securities.
Over short time periods, the economic environment changes and asset classes go in and out of favor as well as through cycles of being cheap and expensive relative to their fair value. We seek to take advantage of these shifts and add incremental returns through tactical allocation. We draw upon proprietary research and well-respected outside sources to anticipate the economic environment most likely to unfold, as well as areas of great value among the various asset classes. We then adjust portfolios to take advantage of these opportunities, always being mindful to keep within the overall risk parameters of the portfolio.
FWA’s managers undertake in-depth company and/or macroeconomic analysis and target investments with attractive return potential while offering a good “margin of safety” and thus downside protection. We believe such an approach helps smooth out portfolio returns.
When functioning as managers FWA’s undertake in-depth company and/or macroeconomic analysis and target investments with attractive return potential while offering a good “margin of safety” and thus downside protection. We believe such an approach helps smooth out portfolio returns.
Taxation is always of concern to both us at Fulcrum Wealth Advisors as well as our clients. We always strive to be as tax efficient as appropriate and timely portfolio management will allow.