The higher you climb, the tougher the competition and the smaller your margin for errors.
The right executive benefits plan is a critical difference maker for attracting and retaining key personnel, while balancing and optimizing the interests of your executives, shareholders, and other stakeholders.
Integrated executive compensation from Fulcrum Partners, for those who have reached the top … and plan to remain at the top.
Check the background of the Fulcrum Partners investment professionals on FINRA’s BrokerCheck.
Integrated Executive Compensation Attracting, retaining, and rewarding executive talent is essential for your organization’s competitive positioning. … more
Institutional Benefits Financing
Your organization has many financing options for executive benefits nonqualified deferred compensation plans, but without professional guidance, you may have only adequate plans in an environment measured by exemplary plans. … more
Advanced Human Resources Services Traditional Human Resource services sometime overlook effective alternatives for expanding your organization’s benefit and equity offerings to your executives. Fulcrum Partners brings you sophisticated solutions you’ll find mutually beneficial for your executives and your organization. … more
NONQUALIFIED DEFERRED COMPENSATION PLANS • NONQUALIFIED PLAN FUNDING SOLUTIONS • INSTITUTIONAL BENEFIT FINANCING SERVICES • RESTORATION PLANS • EXECUTIVE BENEFITS CONSULTING • RABBI TRUSTS • SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS (SERP) • INSTITUTIONAL INSURANCE SERVICES (COLI, TOLI, BOLI)