Who We Are
The financial services landscape is changing. Regulatory demands are mounting. Operational demands are on the rise. Time is becoming scarce.
We asked ourselves a simple question: if advisors are empowering their clients, shouldn’t someone be doing the same for them?
Launch of Fulcrum Equity Management
Technology Partnership: Orion engaged as Fulcrum's technology solution
Fulcrum launches the suite of AlphaIQ ETF and Mutual Fund investment strategies
Advisor Transition: Providence Wealth Management joins Fulcrum
Launch of Fulcrum Advisor Portal in collaboration with Orion
Fulcrum is acquired by Bellwether Investment USA Inc. to support national growth
Fulcrum launches the suite of AlphaIQ Equity investment strategies
Fulcrum Equity Management becomes Fulcrum Wealth Management to reflect broader service offering
Fulcrum Equity Management becomes Fulcrum Wealth Management to reflect broader service offering
Our Team
CRAIG LOVE
Founder & President
BOB SEWELL
Chief Executive Officer
DEREK SOLIZ
Operations Manager & Financial Advisor
Our Core Values
