Fulcrum Capital Employee Directory
Investment ManagementWashington, United States11-50 Employees
Fulcrum Capital operates as an independently owned wealth management firm founded in 2007, placing it within the investment management sector. It serves foundations, endowments, and individuals seeking exposure to high-quality, sustainable companies that align with their values. As a boutique operation, the firm emphasizes agility in its investment approach and responsiveness in serving clients. It is led by five investment professionals who collectively bring more than 30 years of experience, supported by a credential mix that includes four MBAs, two CFA designations, one ChFC charter holder, and one CFP designation. Based in Seattle, Washington, Fulcrum maintains a local footprint from its office at 800 Fifth Avenue, Suite 3800.