The turning point
for you
and your clients.
Every Critical Solution. One Flexible Platform.
You’re the best at what you do—leverage our platform to do more of it.
Experience the power of seamless integration, all on one end-to-end platform. With access to institutional capabilities, unrelenting support, and ever-evolving tools to transform the way you do business, you’ll never be left wanting more.
Fulcrum
Ful-crum /ˈfulkrəm/
1) Providing support for action
2) Giving one the power of many
Advisors
Your Timing,
Your Success
Nobody knows what you, your firm, and your clients need better than you. Our comprehensive platform is entirely customizable. Streamline operations—all with the added flexibility you need to retain your freedom.
You built your success. Realize the benefits of scale without compromising your edge, time, or independence.
Investors
Your Wealth,
Your Future
No two investors are the same, and no two plans, priorities, or outcomes should be either. Our platform empowers your advisor to craft entirely unique solutions that turn strategies into goals, and goals into your personal understanding of financial success.
With modern, collaborative technology, you can simplify the complex and build your future together.
Part of the Bellwether Network
Bellwether Investment Management USA Inc., wholly owned by Lorne Park Capital Partners (TSXV:LPC), is a North American wealth management firm focused on bringing institutional-grade capabilities to advisors so every client can access innovative strategies without losing the personal touch that differentiates a good relationship from a great one.
Fulcrum has partnered with Bellwether to bring our comprehensive wealth management solution to professionals and their clients from coast to coast.
