Fulcrum Point Financial Attracts $120 Million In Six Months for Serviced Bond Solution

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THE CHALLENGE

Fulcrum had a number of clients who were trying to navigate their fixed income bond allocations, particularly in a rising rate environment. Many investors were seeking to diversify and optimize their bond holdings, yet many advisors only offered clients a limited range of investment options because of the complexity of fixed income investing. Fulcrum needed a solution to enable advisors to have a more seamless and transparent view into the broad individual bond market and the various investment options available.