Fulcrum Investment Group - aVenture Asset Manager Research
Fulcrum Investment Group
Operating Status: Operating
NYC-based financial services firm managing assets for individuals and businesses.
Location
New York City, NY, US
Fulcrum Investment Group, based in New York City, focuses on managing financial assets for individuals and businesses. The firm provides assistance with investment and retirement planning, emphasizing proven strategies designed to meet clients' risk tolerance and withstand market volatility. Fulcrum's approach involves documenting client goals and comparing them to current portfolios.
The firm offers unbiased recommendations and impartial guidance based on clients' needs and goals. Fulcrum has demonstrated interest in early-stage investments, having participated in a pre-seed round for Holocron Technologies. The firm's commitment to building strong futures for its clients is evident in its personalized approach to financial management and investment strategies.
Fulcrum Investment Group - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Pre-Seed1 (100.0%)
Stage Mix
Pre-Seed 100%
Concentration shown as share of disclosed investments by stage.
