Fulcrum Asset Management provides ongoing investment management to funds and managed accounts, employing diverse investment strategies unified by a central research team and a focus on global macro strategy and thematic equity investment. Before determining an appropriate asset allocation, Fulcrum obtains a thorough understanding of each client’s financial situation, return objectives and risk profile. Clients can impose restrictions on investing in certain types of securities, which Fulcrum discusses and documents at the outset of the relationship.
Fee Structure
Fulcrum Asset Management generally charges clients a management fee based on the net asset value of each class within a fund, deducted monthly. The fee schedule varies from fund to fund and between classes. For managed accounts, fees are based on a fixed percentage of assets, depending on client type, strategy, and mandate size. Fees are payable in arrears.