Fulcrum Global Diversified Funds

Fulcrum focuses on discretionary asset management for individuals, trusts, endowments and institutions. Fulcrum was founded to provide trust, value and conflict-free investing. We are independent and believe that clients need a balanced, informed, seasoned and unbiased home for the protection and growth of their assets. Key to our investment philosophy is the alignment of our interests with investors.

Asset allocation, the cornerstone of Fulcrum’s work, is determined by our views and, crucially, the investment profile of each client. The latter is defined by a thorough understanding of each client’s financial situation and objectives. Once an investor’s asset allocation has been established, we invest in third party specialist funds and in indices for asset classes where fund managers typically fail to outperform.  100% of all savings and scale economies are returned to clients.

We seek to add value through our macro views, disciplined portfolio construction and manager selection.